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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 | $244,549 | $105,198+132.5% | $159,455+53.4% | $85,856+184.8% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.8%-33.7pp | 69.3%-20.2pp |
| Annual return | 17.35% | 45.08%-27.7pp | 263.63%-246.3pp | 318.58%-301.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,745 | $5,946-20.2% | $7,353-35.5% | $3,952+20.1% |
| Admin fee / account holder | $146 | $6,934-97.9% | $10,800-98.6% | $6,261-97.7% |