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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,661 | $162,529-9.8% | $130,788+12.1% | $154,746-5.2% |
| Participation rate | 27.3% | 75.9%-48.6pp | 70.1%-42.8pp | 80.7%-53.4pp |
| Annual return | 17.40% | 510.48%-493.1pp | 386.44%-369.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,437 | $4,808-7.7% | $4,137+7.3% | $6,730-34.1% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |