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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 | $115,643 | $118,875-2.7% | $96,572+19.7% | $167,553-31.0% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 14.16% | 50.50%-36.3pp | 37.79%-23.6pp | 478.89%-464.7pp |
| Employer contribution / active EE | $352 | $3,121-88.7% | $2,357-85.1% | $4,840-92.7% |
| Participant deferral / active EE | $1,264 | $4,617-72.6% | $3,850-67.2% | $6,343-80.1% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |