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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 | $164,322 | $100,901+62.9% | $75,501+117.6% | $147,586+11.3% |
| Participation rate | 47.1% | 77.1%-30.1pp | 72.4%-25.3pp | 82.8%-35.8pp |
| Annual return | 49.31% | 35.78%+13.5pp | 27.35%+22.0pp | 578.59%-529.3pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,351 | $4,027-66.4% | $3,142-57.0% | $5,439-75.2% |
| Admin fee / account holder | $20 | $11,285-99.8% | $5,801-99.6% | $10,886-99.8% |