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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 | $219,890 | $108,882+102.0% | $96,754+127.3% | $154,746+42.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 40.24% | 98.39%-58.2pp | 82.04%-41.8pp | 172.34%-132.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,500 | $5,323+191.2% | $4,758+225.8% | $6,730+130.3% |
| Admin fee / account holder | $203 | $10,200-98.0% | $8,905-97.7% | $14,365-98.6% |