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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 | $92,244 | $51,638+78.6% | $68,368+34.9% | $82,448+11.9% |
| Participation rate | 8.0% | 63.6%-55.6pp | 73.8%-65.8pp | 68.1%-60.1pp |
| Annual return | 17.73% | 37.53%-19.8pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $175 | $2,047-91.5% | $2,649-93.4% | $2,551-93.2% |
| Participant deferral / active EE | $752 | $2,914-74.2% | $4,123-81.8% | $4,139-81.8% |
| Admin fee / account holder | $259 | $4,643-94.4% | $5,150-95.0% | $7,234-96.4% |