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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 | $183,320 | $49,255+272.2% | $70,494+160.1% | $79,856+129.6% |
| Participation rate | 8.0% | 69.2%-61.2pp | 75.1%-67.1pp | 69.6%-61.6pp |
| Annual return | 18.21% | 30.10%-11.9pp | 109.16%-90.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $129 | $2,100-93.9% | $2,738-95.3% | $2,471-94.8% |
| Participant deferral / active EE | $1,393 | $2,768-49.7% | $3,711-62.5% | $3,741-62.8% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |