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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 | $138,027 | $53,128+159.8% | $86,582+59.4% | $70,126+96.8% |
| Participation rate | 21.6% | 65.3%-43.7pp | 73.5%-51.9pp | 69.5%-47.9pp |
| Annual return | 20.41% | 27.66%-7.3pp | 965.08%-944.7pp | 73.15%-52.7pp |
| Employer contribution / active EE | $173 | $2,068-91.6% | $2,839-93.9% | $2,343-92.6% |
| Participant deferral / active EE | $1,069 | $2,695-60.3% | $3,609-70.4% | $3,332-67.9% |
| Admin fee / account holder | $149 | $3,584-95.8% | $4,904-97.0% | $4,645-96.8% |