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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 | $82,310 | $65,555+25.6% | $86,216-4.5% | $75,173+9.5% |
| Participation rate | 46.4% | 60.5%-14.1pp | 69.0%-22.5pp | 67.2%-20.8pp |
| Annual return | 14.15% | 46.07%-31.9pp | 1169.42%-1155.3pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,828 | $3,023-39.5% | $3,986-54.1% | $4,126-55.7% |
| Admin fee / account holder | $127 | $5,469-97.7% | $6,853-98.1% | $5,651-97.8% |