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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 | $117,237 | $99,652+17.6% | $78,778+48.8% | $147,586-20.6% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.2%-7.7pp | 82.8%-21.3pp |
| Annual return | 22.07% | 47.28%-25.2pp | 35.62%-13.6pp | 578.59%-556.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,056 | $3,664+65.3% | $2,958+104.7% | $5,439+11.3% |
| Admin fee / account holder | $25 | $7,155-99.7% | $5,134-99.5% | $10,886-99.8% |