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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 | $104,829 | $91,198+14.9% | $178,503-41.3% | $79,856+31.3% |
| Participation rate | 20.7% | 69.2%-48.5pp | 81.9%-61.2pp | 69.6%-49.0pp |
| Annual return | 61.52% | 24.20%+37.3pp | 151.12%-89.6pp | 31.71%+29.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,237 | $3,237-61.8% | $5,202-76.2% | $3,741-66.9% |
| Admin fee / account holder | $12 | $6,748-99.8% | $13,987-99.9% | $5,306-99.8% |