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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 | $127,662 | $53,128+140.3% | $86,582+47.4% | $70,126+82.0% |
| Participation rate | 39.3% | 65.3%-26.0pp | 73.5%-34.3pp | 69.5%-30.3pp |
| Annual return | 20.08% | 27.66%-7.6pp | 965.08%-945.0pp | 73.15%-53.1pp |
| Employer contribution / active EE | $59 | $2,068-97.2% | $2,839-97.9% | $2,343-97.5% |
| Participant deferral / active EE | $5,359 | $2,695+98.8% | $3,609+48.5% | $3,332+60.8% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |