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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 | $190,658 | $51,184+272.5% | $66,439+187.0% | $86,983+119.2% |
| Participation rate | 17.9% | 68.5%-50.6pp | 74.5%-56.6pp | 69.5%-51.7pp |
| Annual return | 16.72% | 17.07%-0.4pp | 757.66%-740.9pp | 25.83%-9.1pp |
| Employer contribution / active EE | $251 | $2,023-87.6% | $2,637-90.5% | $2,584-90.3% |
| Participant deferral / active EE | $1,389 | $2,927-52.6% | $3,876-64.2% | $4,194-66.9% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |