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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 | $176,071 | $152,597+15.4% | $117,533+49.8% | $134,532+30.9% |
| Participation rate | 15.4% | 77.1%-61.7pp | 70.6%-55.2pp | 81.2%-65.8pp |
| Annual return | -7.63% | 53.04%-60.7pp | 29.77%-37.4pp | 418.27%-425.9pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,169 | $4,821-75.7% | $4,072-71.3% | $6,401-81.7% |
| Admin fee / account holder | $150 | $7,007-97.9% | $5,647-97.3% | $11,429-98.7% |