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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 | $52,450+52.8% | $129,397-38.1% | $74,429+7.7% |
| Participation rate | 24.8% | 53.8%-29.0pp | 69.6%-44.8pp | 67.2%-42.4pp |
| Annual return | 22.24% | 15.65%+6.6pp | 9453.98%-9431.7pp | 1368.38%-1346.1pp |
| Employer contribution / active EE | $177 | $1,532-88.5% | $4,154-95.8% | $2,625-93.3% |
| Participant deferral / active EE | $1,313 | $2,797-53.1% | $4,167-68.5% | $4,348-69.8% |
| Admin fee / account holder | $221 | $2,636-91.6% | $7,679-97.1% | $1,944-88.6% |