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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 | $108,136 | $100,203+7.9% | $85,240+26.9% | $145,897-25.9% |
| Participation rate | 17.6% | 74.1%-56.5pp | 67.5%-49.9pp | 80.3%-62.7pp |
| Annual return | 13.70% | 84.28%-70.6pp | 66.75%-53.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $176 | $3,242-94.6% | $2,735-93.6% | $4,663-96.2% |
| Participant deferral / active EE | $3,599 | $5,299-32.1% | $4,527-20.5% | $6,689-46.2% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |