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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 | $166,994 | $112,121+48.9% | $95,960+74.0% | $158,966+5.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 43.65% | 171.16%-127.5pp | 91.63%-48.0pp | 302.95%-259.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,754 | $4,784-63.3% | $4,167-57.9% | $5,983-70.7% |
| Admin fee / account holder | $150 | $10,135-98.5% | $6,797-97.8% | $11,250-98.7% |