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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 | $150,733 | $81,664+84.6% | $70,476+113.9% | $158,966-5.2% |
| Participation rate | 31.6% | 77.7%-46.2pp | 75.1%-43.5pp | 82.0%-50.4pp |
| Annual return | 17.68% | 208.59%-190.9pp | 109.12%-91.4pp | 302.95%-285.3pp |
| Employer contribution / active EE | $242 | $3,219-92.5% | $2,738-91.2% | $4,762-94.9% |
| Participant deferral / active EE | $3,265 | $4,556-28.3% | $3,710-12.0% | $5,983-45.4% |
| Admin fee / account holder | $39 | $6,197-99.4% | $3,847-99.0% | $11,250-99.7% |