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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 | $225,004 | $100,911+123.0% | $90,440+148.8% | $158,966+41.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 32.80% | 1726.62%-1693.8pp | 1294.38%-1261.6pp | 302.95%-270.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,400 | $4,348+139.2% | $3,964+162.4% | $5,983+73.8% |
| Admin fee / account holder | $30 | $6,507-99.5% | $5,615-99.5% | $11,250-99.7% |