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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 | $16,436 | $39,028-57.9% | $80,741-79.6% | $85,847-80.9% |
| Participation rate | 7.1% | 41.6%-34.4pp | 54.2%-47.0pp | 69.3%-62.2pp |
| Annual return | 31.81% | 26.31%+5.5pp | 87.30%-55.5pp | 318.61%-286.8pp |
| Employer contribution / active EE | $73 | $722-90.0% | $1,160-93.7% | $2,565-97.2% |
| Participant deferral / active EE | $747 | $1,326-43.7% | $2,145-65.2% | $3,952-81.1% |
| Admin fee / account holder | $42 | $2,429-98.3% | $3,380-98.8% | $6,261-99.3% |