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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 | $205,277 | $100,139+105.0% | $85,187+141.0% | $145,884+40.7% |
| Participation rate | 5.9% | 74.1%-68.2pp | 67.5%-61.6pp | 80.3%-74.4pp |
| Annual return | 12.60% | 84.15%-71.5pp | 66.67%-54.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $318 | $3,238-90.2% | $2,732-88.4% | $4,662-93.2% |
| Participant deferral / active EE | $1,147 | $5,296-78.3% | $4,525-74.6% | $6,690-82.9% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |