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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 | $19,916 | $91,198-78.2% | $178,503-88.8% | $79,856-75.1% |
| Participation rate | 37.0% | 69.2%-32.2pp | 81.9%-44.9pp | 69.6%-32.6pp |
| Annual return | 70.82% | 24.20%+46.6pp | 151.12%-80.3pp | 31.71%+39.1pp |
| Employer contribution / active EE | $206 | $3,257-93.7% | $5,011-95.9% | $2,471-91.7% |
| Participant deferral / active EE | $1,891 | $3,237-41.6% | $5,202-63.6% | $3,741-49.4% |
| Admin fee / account holder | $116 | $6,748-98.3% | $13,987-99.2% | $5,306-97.8% |