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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 | $79,273 | $84,236-5.9% | $170,435-53.5% | $70,126+13.0% |
| Participation rate | 38.6% | 70.8%-32.2pp | 83.6%-45.0pp | 69.5%-30.9pp |
| Annual return | 97.46% | 23.06%+74.4pp | 205.94%-108.5pp | 73.15%+24.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,290 | $3,086+6.6% | $4,939-33.4% | $3,332-1.2% |
| Admin fee / account holder | $119 | $5,698-97.9% | $13,881-99.1% | $4,645-97.4% |