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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 | $163,826 | $89,259+83.5% | $107,187+52.8% | $82,637+98.2% |
| Participation rate | 15.6% | 67.9%-52.3pp | 75.0%-59.4pp | 68.1%-52.4pp |
| Annual return | 18.64% | 21.02%-2.4pp | 204.55%-185.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $538 | $3,080-82.5% | $3,782-85.8% | $2,552-78.9% |
| Participant deferral / active EE | $3,413 | $4,037-15.5% | $5,096-33.0% | $4,126-17.3% |
| Admin fee / account holder | $8 | $7,381-99.9% | $9,162-99.9% | $7,339-99.9% |