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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 | $75,588 | $55,446+36.3% | $155,574-51.4% | $74,429+1.6% |
| Participation rate | 48.2% | 61.9%-13.7pp | 78.2%-30.0pp | 67.2%-19.0pp |
| Annual return | 16.21% | 269.20%-253.0pp | 64.87%-48.7pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $123 | $2,266-94.6% | $4,676-97.4% | $2,625-95.3% |
| Participant deferral / active EE | $887 | $2,836-68.7% | $5,629-84.2% | $4,348-79.6% |
| Admin fee / account holder | $217 | $1,743-87.5% | $15,914-98.6% | $1,944-88.8% |