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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 | $57,057+144.9% | $85,009+64.3% | $80,874+72.8% |
| Participation rate | 46.9% | 56.4%-9.4pp | 67.5%-20.6pp | 67.6%-20.7pp |
| Annual return | 96.83% | 21.66%+75.2pp | 66.47%+30.4pp | 35.62%+61.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,211 | $3,112+3.2% | $4,522-29.0% | $4,297-25.3% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |