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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 | $127,713 | $63,346+101.6% | $92,240+38.5% | $70,126+82.1% |
| Participation rate | 23.1% | 68.7%-45.6pp | 76.5%-53.4pp | 69.5%-46.5pp |
| Annual return | 22.87% | 530.19%-507.3pp | 176.29%-153.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $161 | $2,471-93.5% | $3,680-95.6% | $2,343-93.1% |
| Participant deferral / active EE | $1,385 | $2,854-51.5% | $3,897-64.5% | $3,332-58.4% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |