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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 | $154,911 | $100,811+53.7% | $86,698+78.7% | $134,545+15.1% |
| Participation rate | 68.4% | 79.0%-10.5pp | 76.6%-8.2pp | 81.2%-12.8pp |
| Annual return | -15.15% | 29.11%-44.3pp | 35.96%-51.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $711 | $3,490-79.6% | $2,837-74.9% | $4,742-85.0% |
| Participant deferral / active EE | $5,126 | $5,339-4.0% | $4,656+10.1% | $6,401-19.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |