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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 | $138,517 | $117,846+17.5% | $102,434+35.2% | $145,884-5.0% |
| Participation rate | 38.5% | 78.6%-40.2pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 24.90% | 31.90%-7.0pp | 29.46%-4.6pp | 551.85%-527.0pp |
| Employer contribution / active EE | $613 | $3,615-83.1% | $3,023-79.7% | $4,662-86.9% |
| Participant deferral / active EE | $2,301 | $5,733-59.9% | $5,055-54.5% | $6,690-65.6% |
| Admin fee / account holder | $65 | $13,356-99.5% | $9,462-99.3% | $13,392-99.5% |