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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 | $162,922 | $112,121+45.3% | $95,960+69.8% | $158,966+2.5% |
| Participation rate | 52.9% | 79.0%-26.0pp | 77.1%-24.1pp | 82.0%-29.0pp |
| Annual return | 23.37% | 171.16%-147.8pp | 91.63%-68.3pp | 302.95%-279.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,081 | $4,784-14.7% | $4,167-2.0% | $5,983-31.8% |
| Admin fee / account holder | $30 | $10,135-99.7% | $6,797-99.6% | $11,250-99.7% |