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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 | $53,072 | $148,623-64.3% | $135,974-61.0% | $139,466-61.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 146.93% | 79.30%+67.6pp | 68.30%+78.6pp | 373.66%-226.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,393 | $8,103-21.1% | $7,760-17.6% | $6,712-4.8% |
| Admin fee / account holder | $117 | $12,406-99.1% | $10,767-98.9% | $11,409-99.0% |