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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 | $171,475 | $107,030+60.2% | $73,550+133.1% | $147,586+16.2% |
| Participation rate | 15.4% | 66.4%-51.0pp | 54.9%-39.5pp | 82.8%-67.4pp |
| Annual return | 21.12% | 38.25%-17.1pp | -15.16%+36.3pp | 578.59%-557.5pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,350 | $2,458-45.1% | $1,804-25.2% | $5,439-75.2% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |