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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 | $89,808 | $102,429-12.3% | $147,096-38.9% | $80,925+11.0% |
| Participation rate | 51.3% | 75.9%-24.6pp | 82.2%-30.9pp | 67.7%-16.4pp |
| Annual return | 21.16% | 135.02%-113.9pp | 419.75%-398.6pp | 35.65%-14.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,971 | $6,649+4.8% | $8,071-13.6% | $4,299+62.2% |
| Admin fee / account holder | $156 | $7,957-98.0% | $13,005-98.8% | $6,940-97.8% |