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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 | $73,653 | $48,011+53.4% | $63,803+15.4% | $82,637-10.9% |
| Participation rate | 8.6% | 66.6%-58.0pp | 72.7%-64.1pp | 68.1%-59.5pp |
| Annual return | 16.26% | 19.84%-3.6pp | 543.72%-527.5pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $830 | $2,846-70.9% | $3,843-78.4% | $4,126-79.9% |
| Admin fee / account holder | $227 | $3,873-94.1% | $5,196-95.6% | $7,339-96.9% |