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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 | $105,388 | $55,437+90.1% | $155,534-32.2% | $74,459+41.5% |
| Participation rate | 14.6% | 61.9%-47.3pp | 78.2%-63.7pp | 67.2%-52.7pp |
| Annual return | 12.33% | 269.58%-257.3pp | 64.92%-52.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $244 | $2,266-89.2% | $4,675-94.8% | $2,626-90.7% |
| Participant deferral / active EE | $2,015 | $2,837-29.0% | $5,630-64.2% | $4,350-53.7% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |