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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 | $239,881 | $115,796+107.2% | $101,264+136.9% | $158,950+50.9% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 9.92% | 56.15%-46.2pp | 46.48%-36.6pp | 302.91%-293.0pp |
| Employer contribution / active EE | $139 | $4,175-96.7% | $3,660-96.2% | $4,762-97.1% |
| Participant deferral / active EE | $4,000 | $4,958-19.3% | $4,370-8.5% | $5,983-33.1% |
| Admin fee / account holder | $60 | $7,247-99.2% | $5,947-99.0% | $11,248-99.5% |