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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 | $247,583 | $131,835+87.8% | $108,582+128.0% | $273,972-9.6% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.6%-35.1pp | 83.0%-38.6pp |
| Annual return | 10.03% | -91.57%+101.6pp | -51.70%+61.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $813 | $4,913-83.4% | $3,758-78.4% | $4,869-83.3% |
| Participant deferral / active EE | $2,706 | $5,127-47.2% | $4,311-37.2% | $5,287-48.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |