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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 | $182,201 | $106,918+70.4% | $84,021+116.9% | $152,897+19.2% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 23.05% | 105.01%-82.0pp | 71.32%-48.3pp | 345.43%-322.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,289 | $4,012+31.8% | $3,239+63.3% | $5,851-9.6% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |