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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 | $128,244 | $124,346+3.1% | $111,308+15.2% | $167,536-23.5% |
| Participation rate | 55.0% | 79.6%-24.6pp | 77.3%-22.3pp | 82.1%-27.1pp |
| Annual return | 14.59% | 37.45%-22.9pp | 54.67%-40.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,055 | $5,182-41.0% | $4,487-31.9% | $6,342-51.8% |
| Admin fee / account holder | $1 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |