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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 | $92,123 | $51,631+78.4% | $129,397-28.8% | $80,925+13.8% |
| Participation rate | 36.4% | 56.9%-20.6pp | 69.6%-33.3pp | 67.7%-31.3pp |
| Annual return | 17.43% | 20.77%-3.3pp | 9453.98%-9436.6pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,773 | $2,670+41.3% | $4,167-9.5% | $4,299-12.2% |
| Admin fee / account holder | $5 | $4,309-99.9% | $7,679-99.9% | $6,940-99.9% |