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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 | $220,590 | $115,810+90.5% | $101,271+117.8% | $158,966+38.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 10.79% | 56.15%-45.4pp | 46.48%-35.7pp | 302.95%-292.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,757 | $4,958-44.4% | $4,371-36.9% | $5,983-53.9% |
| Admin fee / account holder | $12 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |