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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 | $124,591 | $102,393+21.7% | $147,041-15.3% | $80,911+54.0% |
| Participation rate | 51.5% | 75.9%-24.3pp | 82.2%-30.7pp | 67.6%-16.1pp |
| Annual return | 13.59% | 134.95%-121.4pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $477 | $3,715-87.2% | $4,935-90.3% | $2,756-82.7% |
| Participant deferral / active EE | $3,177 | $6,647-52.2% | $8,071-60.6% | $4,297-26.1% |
| Admin fee / account holder | $95 | $7,943-98.8% | $13,006-99.3% | $6,935-98.6% |