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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 | $168,868 | $102,422+64.9% | $147,117+14.8% | $80,959+108.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 13.72% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,402 | $6,652-33.8% | $8,065-45.4% | $4,300+2.4% |
| Admin fee / account holder | $8 | $7,953-99.9% | $12,993-99.9% | $6,925-99.9% |