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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 | $223,787 | $129,960+72.2% | $104,299+114.6% | $134,545+66.3% |
| Participation rate | 25.0% | 79.5%-54.5pp | 73.3%-48.3pp | 81.2%-56.2pp |
| Annual return | -13.46% | 42.06%-55.5pp | 24.62%-38.1pp | 418.37%-431.8pp |
| Employer contribution / active EE | $483 | $4,186-88.5% | $3,373-85.7% | $4,742-89.8% |
| Participant deferral / active EE | $6,750 | $5,589+20.8% | $4,626+45.9% | $6,401+5.4% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |