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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 | $174,344 | $103,038+69.2% | $90,324+93.0% | $152,909+14.0% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.5%-40.8pp |
| Annual return | 26.26% | 95.25%-69.0pp | 78.15%-51.9pp | 345.46%-319.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $858 | $4,282-80.0% | $3,885-77.9% | $5,851-85.3% |
| Admin fee / account holder | $7 | $6,177-99.9% | $5,356-99.9% | $11,601-99.9% |