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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 | $231,256 | $50,554+357.4% | $67,681+241.7% | $87,485+164.3% |
| Participation rate | 7.9% | 67.7%-59.8pp | 73.7%-65.8pp | 68.9%-61.0pp |
| Annual return | 15.62% | 17.81%-2.2pp | 590.58%-575.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $137 | $1,988-93.1% | $2,678-94.9% | $2,596-94.7% |
| Participant deferral / active EE | $1,247 | $2,961-57.9% | $3,976-68.6% | $4,274-70.8% |
| Admin fee / account holder | $40 | $4,132-99.0% | $6,100-99.3% | $7,775-99.5% |