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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 | $31,421 | $84,236-62.7% | $170,435-81.6% | $70,126-55.2% |
| Participation rate | 5.9% | 70.8%-64.9pp | 83.6%-77.7pp | 69.5%-63.7pp |
| Annual return | 33.11% | 23.06%+10.0pp | 205.94%-172.8pp | 73.15%-40.0pp |
| Employer contribution / active EE | $212 | $3,387-93.7% | $5,432-96.1% | $2,343-91.0% |
| Participant deferral / active EE | $1,018 | $3,086-67.0% | $4,939-79.4% | $3,332-69.4% |
| Admin fee / account holder | $141 | $5,698-97.5% | $13,881-99.0% | $4,645-97.0% |