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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 | $149,933 | $228,395-34.4% | $185,861-19.3% | $158,982-5.7% |
| Participation rate | 54.5% | 82.3%-27.8pp | 78.0%-23.5pp | 82.0%-27.4pp |
| Annual return | 73.55% | 40.82%+32.7pp | 35.96%+37.6pp | 302.99%-229.4pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,171 | $6,417-50.6% | $5,634-43.7% | $5,983-47.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |