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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 | $57,140+144.5% | $85,240+63.9% | $80,959+72.6% |
| Participation rate | 46.9% | 56.4%-9.5pp | 67.5%-20.6pp | 67.7%-20.7pp |
| Annual return | 96.83% | 21.71%+75.1pp | 66.75%+30.1pp | 35.67%+61.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,211 | $3,115+3.1% | $4,527-29.1% | $4,300-25.3% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |