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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 | $137,839 | $118,877+16.0% | $96,570+42.7% | $167,536-17.7% |
| Participation rate | 27.3% | 75.5%-48.2pp | 69.8%-42.6pp | 82.1%-54.8pp |
| Annual return | 16.56% | 50.50%-33.9pp | 37.79%-21.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $404 | $3,121-87.1% | $2,357-82.9% | $4,839-91.7% |
| Participant deferral / active EE | $2,911 | $4,617-37.0% | $3,849-24.4% | $6,342-54.1% |
| Admin fee / account holder | $15 | $8,069-99.8% | $6,182-99.8% | $12,315-99.9% |