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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 | $202,357 | $157,296+28.6% | $141,191+43.3% | $152,897+32.3% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 45.72% | 64.34%-18.6pp | 71.41%-25.7pp | 345.43%-299.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,947 | $7,111+39.9% | $6,710+48.2% | $5,851+70.0% |
| Admin fee / account holder | $26 | $12,125-99.8% | $10,264-99.7% | $11,599-99.8% |