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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 | $65,427 | $168,635-61.2% | $147,617-55.7% | $125,389-47.8% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.98% | 77.65%-80.6pp | 61.98%-65.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,213 | $6,252-80.6% | $5,564-78.2% | $4,866-75.1% |
| Participant deferral / active EE | $5,935 | $5,507+7.8% | $4,895+21.2% | $5,352+10.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |