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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 | $137,888 | $85,171+61.9% | $172,752-20.2% | $72,975+89.0% |
| Participation rate | 20.0% | 70.1%-50.1pp | 82.6%-62.6pp | 69.5%-49.5pp |
| Annual return | 19.75% | 27.32%-7.6pp | 802.97%-783.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $354 | $3,324-89.4% | $5,144-93.1% | $2,440-85.5% |
| Participant deferral / active EE | $1,222 | $3,260-62.5% | $5,198-76.5% | $3,608-66.1% |
| Admin fee / account holder | $232 | $5,880-96.1% | $13,955-98.3% | $5,124-95.5% |