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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 | $47,105-86.5% | $68,368-90.7% | $67,986-90.6% |
| Participation rate | 18.2% | 51.8%-33.6pp | 73.8%-55.6pp | 57.2%-39.0pp |
| Annual return | 25.63% | 48.37%-22.7pp | 292.57%-266.9pp | 31.67%-6.0pp |
| Employer contribution / active EE | $165 | $1,859-91.1% | $2,649-93.8% | $2,019-91.8% |
| Participant deferral / active EE | $856 | $2,374-63.9% | $4,123-79.2% | $3,358-74.5% |
| Admin fee / account holder | $276 | $2,435-88.7% | $5,150-94.6% | $3,203-91.4% |