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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 | $238,514 | $103,008+131.5% | $90,304+164.1% | $152,897+56.0% |
| Participation rate | 23.1% | 75.9%-52.8pp | 73.3%-50.2pp | 82.5%-59.4pp |
| Annual return | 66.28% | 95.22%-28.9pp | 78.13%-11.9pp | 345.43%-279.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,365 | $4,281-44.8% | $3,885-39.1% | $5,851-59.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |