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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 | $186,761 | $77,638+140.6% | $156,551+19.3% | $62,881+197.0% |
| Participation rate | 14.3% | 71.2%-56.9pp | 84.0%-69.7pp | 69.3%-55.0pp |
| Annual return | 8.07% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $209 | $3,444-93.9% | $5,501-96.2% | $2,281-90.8% |
| Participant deferral / active EE | $1,733 | $3,046-43.1% | $4,871-64.4% | $3,203-45.9% |
| Admin fee / account holder | $76 | $5,561-98.6% | $13,028-99.4% | $4,296-98.2% |