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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 | $163,255 | $64,324+153.8% | $118,946+37.3% | $79,852+104.4% |
| Participation rate | 12.0% | 64.9%-52.9pp | 75.4%-63.4pp | 69.6%-57.6pp |
| Annual return | 10.90% | 86.45%-75.6pp | 35.89%-25.0pp | 31.72%-20.8pp |
| Employer contribution / active EE | $422 | $1,836-77.0% | $3,263-87.1% | $2,471-82.9% |
| Participant deferral / active EE | $1,248 | $2,824-55.8% | $4,266-70.7% | $3,740-66.6% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |