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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 | $85,933 | $78,694+9.2% | $67,652+27.0% | $125,389-31.5% |
| Participation rate | 47.1% | 78.8%-31.7pp | 75.7%-28.6pp | 83.2%-36.1pp |
| Annual return | 19.12% | 9.46%+9.7pp | 6625.40%-6606.3pp | 282.24%-263.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,963 | $4,292+38.9% | $3,560+67.5% | $5,352+11.4% |
| Admin fee / account holder | $4 | $7,403-99.9% | $4,821-99.9% | $9,541-100.0% |