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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 | $139,711 | $57,073+144.8% | $85,126+64.1% | $80,925+72.6% |
| Participation rate | 46.9% | 56.4%-9.5pp | 67.5%-20.6pp | 67.7%-20.7pp |
| Annual return | 96.83% | 21.69%+75.1pp | 66.63%+30.2pp | 35.65%+61.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,211 | $3,113+3.2% | $4,523-29.0% | $4,299-25.3% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |