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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 | $185,105 | $152,619+21.3% | $125,195+47.9% | $152,909+21.1% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 14.99% | 54.85%-39.9pp | 43.79%-28.8pp | 345.46%-330.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,226 | $5,869-45.0% | $4,937-34.7% | $5,851-44.9% |
| Admin fee / account holder | $41 | $13,437-99.7% | $9,704-99.6% | $11,601-99.6% |