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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 | $84,820 | $58,275+45.6% | $81,844+3.6% | $80,935+4.8% |
| Participation rate | 27.3% | 63.5%-36.2pp | 72.4%-45.1pp | 67.7%-40.4pp |
| Annual return | 14.17% | 41.82%-27.6pp | 778.87%-764.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $181 | $2,346-92.3% | $2,916-93.8% | $2,757-93.4% |
| Participant deferral / active EE | $727 | $3,285-77.9% | $4,323-83.2% | $4,299-83.1% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |