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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 | $93,217 | $103,392-9.8% | $87,104+7.0% | $152,897-39.0% |
| Participation rate | 18.2% | 79.4%-61.2pp | 76.9%-58.7pp | 82.5%-64.3pp |
| Annual return | 23.28% | 28.10%-4.8pp | 28.19%-4.9pp | 345.43%-322.1pp |
| Employer contribution / active EE | $451 | $3,221-86.0% | $2,521-82.1% | $4,764-90.5% |
| Participant deferral / active EE | $2,955 | $4,778-38.2% | $4,048-27.0% | $5,851-49.5% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |