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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 | $98,970 | $115,810-14.5% | $101,271-2.3% | $158,966-37.7% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 14.39% | 56.15%-41.8pp | 46.48%-32.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $652 | $4,175-84.4% | $3,660-82.2% | $4,762-86.3% |
| Participant deferral / active EE | $7,429 | $4,958+49.8% | $4,371+70.0% | $5,983+24.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |