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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 | $143,263 | $99,053+44.6% | $88,179+62.5% | $138,895+3.1% |
| Participation rate | 21.1% | 74.2%-53.2pp | 69.1%-48.1pp | 79.9%-58.9pp |
| Annual return | 17.15% | 78.17%-61.0pp | 64.97%-47.8pp | 145.39%-128.2pp |
| Employer contribution / active EE | $310 | $2,882-89.2% | $2,549-87.8% | $4,194-92.6% |
| Participant deferral / active EE | $2,018 | $5,225-61.4% | $4,614-56.3% | $6,396-68.4% |
| Admin fee / account holder | $30 | $8,748-99.7% | $7,673-99.6% | $12,562-99.8% |