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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 | $150,119 | $166,089-9.6% | $164,928-9.0% | $145,978+2.8% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.6%-62.0pp | 80.3%-63.6pp |
| Annual return | 14.63% | 100.26%-85.6pp | 70.08%-55.4pp | 550.52%-535.9pp |
| Employer contribution / active EE | $348 | $5,276-93.4% | $4,343-92.0% | $4,662-92.5% |
| Participant deferral / active EE | $3,842 | $6,961-44.8% | $6,034-36.3% | $6,690-42.6% |
| Admin fee / account holder | $60 | $16,641-99.6% | $12,684-99.5% | $13,400-99.6% |