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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 | $103,044 | $81,643+26.2% | $70,462+46.2% | $158,950-35.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 10.91% | 208.51%-197.6pp | 109.08%-98.2pp | 302.91%-292.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,583 | $4,555+0.6% | $3,710+23.5% | $5,983-23.4% |
| Admin fee / account holder | $20 | $6,194-99.7% | $3,845-99.5% | $11,248-99.8% |