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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 | $80,126 | $52,507+52.6% | $129,406-38.1% | $74,478+7.6% |
| Participation rate | 24.8% | 53.9%-29.1pp | 69.6%-44.8pp | 67.2%-42.4pp |
| Annual return | 22.24% | 15.64%+6.6pp | 9468.18%-9445.9pp | 1370.56%-1348.3pp |
| Employer contribution / active EE | $177 | $1,534-88.5% | $4,155-95.8% | $2,626-93.3% |
| Participant deferral / active EE | $1,313 | $2,801-53.1% | $4,167-68.5% | $4,350-69.8% |
| Admin fee / account holder | $221 | $2,639-91.6% | $7,689-97.1% | $1,946-88.6% |