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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 | $180,007 | $65,555+174.6% | $86,216+108.8% | $75,173+139.5% |
| Participation rate | 48.6% | 60.5%-11.9pp | 69.0%-20.4pp | 67.2%-18.6pp |
| Annual return | 21.23% | 46.07%-24.8pp | 1169.42%-1148.2pp | 160.72%-139.5pp |
| Employer contribution / active EE | $313 | $1,553-79.8% | $2,382-86.9% | $2,671-88.3% |
| Participant deferral / active EE | $1,823 | $3,023-39.7% | $3,986-54.3% | $4,126-55.8% |
| Admin fee / account holder | $261 | $5,469-95.2% | $6,853-96.2% | $5,651-95.4% |