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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 | $85,163 | $84,708+0.5% | $75,714+12.5% | $167,536-49.2% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.8%-58.2pp | 82.1%-65.4pp |
| Annual return | 18.43% | 199.62%-181.2pp | 104.62%-86.2pp | 478.82%-460.4pp |
| Employer contribution / active EE | $340 | $3,231-89.5% | $2,744-87.6% | $4,839-93.0% |
| Participant deferral / active EE | $3,230 | $4,577-29.4% | $3,820-15.5% | $6,342-49.1% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |