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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 | $126,849 | $168,636-24.8% | $147,617-14.1% | $125,393+1.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.00% | 77.65%-79.6pp | 61.98%-64.0pp | 282.23%-284.2pp |
| Employer contribution / active EE | $1,196 | $6,252-80.9% | $5,565-78.5% | $4,866-75.4% |
| Participant deferral / active EE | $3,485 | $5,507-36.7% | $4,895-28.8% | $5,351-34.9% |
| Admin fee / account holder | $14 | $13,580-99.9% | $11,611-99.9% | $9,541-99.9% |