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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 | $157,878 | $107,934+46.3% | $91,989+71.6% | $152,870+3.3% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 26.10% | 89.25%-63.2pp | 69.02%-42.9pp | 345.34%-319.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,643 | $6,364-42.8% | $5,923-38.5% | $5,850-37.7% |
| Admin fee / account holder | $71 | $10,520-99.3% | $7,743-99.1% | $11,597-99.4% |