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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 | $198,022 | $56,134+252.8% | $96,161+105.9% | $85,856+130.6% |
| Participation rate | 8.8% | 56.7%-47.9pp | 68.4%-59.6pp | 69.3%-60.5pp |
| Annual return | 13.11% | 42.30%-29.2pp | 192.01%-178.9pp | 318.58%-305.5pp |
| Employer contribution / active EE | $140 | $1,620-91.4% | $2,798-95.0% | $2,565-94.5% |
| Participant deferral / active EE | $1,346 | $2,858-52.9% | $4,349-69.1% | $3,952-65.9% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |