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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 | $107,941+46.3% | $91,994+71.6% | $152,909+3.2% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 26.10% | 89.28%-63.2pp | 69.04%-42.9pp | 345.46%-319.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,643 | $6,366-42.8% | $5,924-38.5% | $5,851-37.7% |
| Admin fee / account holder | $71 | $10,521-99.3% | $7,744-99.1% | $11,601-99.4% |