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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 | $62,602 | $63,365-1.2% | $91,994-31.9% | $72,975-14.2% |
| Participation rate | 51.4% | 72.5%-21.1pp | 78.6%-27.2pp | 69.5%-18.1pp |
| Annual return | 383.79% | 35.35%+348.4pp | 69.04%+314.8pp | 81.01%+302.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,594 | $4,883+14.5% | $5,924-5.6% | $3,608+55.1% |
| Admin fee / account holder | $143 | $4,670-96.9% | $7,744-98.2% | $5,124-97.2% |