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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 | $6,361 | $43,730-85.5% | $66,674-90.5% | $64,097-90.1% |
| Participation rate | 18.2% | 50.7%-32.6pp | 73.7%-55.5pp | 55.2%-37.0pp |
| Annual return | 25.63% | 53.62%-28.0pp | 321.24%-295.6pp | 34.64%-9.0pp |
| Employer contribution / active EE | $165 | $1,673-90.1% | $2,620-93.7% | $1,891-91.3% |
| Participant deferral / active EE | $856 | $2,122-59.6% | $4,084-79.0% | $3,080-72.2% |
| Admin fee / account holder | $276 | $2,708-89.8% | $5,098-94.6% | $3,454-92.0% |