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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 | $128,079 | $109,372+17.1% | $89,414+43.2% | $158,966-19.4% |
| Participation rate | 36.8% | 74.3%-37.4pp | 68.0%-31.1pp | 82.0%-45.1pp |
| Annual return | 9.73% | 345.55%-335.8pp | 245.50%-235.8pp | 302.95%-293.2pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,137 | $4,598-53.5% | $3,890-45.1% | $5,983-64.3% |
| Admin fee / account holder | $275 | $6,156-95.5% | $4,883-94.4% | $11,250-97.6% |