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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 | $28,575 | $55,437-48.5% | $155,534-81.6% | $74,459-61.6% |
| Participation rate | 66.7% | 61.9%+4.8pp | 78.2%-11.6pp | 67.2%-0.6pp |
| Annual return | 30.11% | 269.58%-239.5pp | 64.92%-34.8pp | 1369.70%-1339.6pp |
| Employer contribution / active EE | $174 | $2,266-92.3% | $4,675-96.3% | $2,626-93.4% |
| Participant deferral / active EE | $7,645 | $2,837+169.4% | $5,630+35.8% | $4,350+75.8% |
| Admin fee / account holder | $152 | $1,742-91.3% | $15,900-99.0% | $1,945-92.2% |