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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 | $12,593 | $48,011-73.8% | $63,803-80.3% | $82,637-84.8% |
| Participation rate | 16.7% | 66.6%-49.9pp | 72.7%-56.0pp | 68.1%-51.4pp |
| Annual return | 27.41% | 19.84%+7.6pp | 543.72%-516.3pp | 53.51%-26.1pp |
| Employer contribution / active EE | $327 | $1,904-82.8% | $2,532-87.1% | $2,552-87.2% |
| Participant deferral / active EE | $968 | $2,846-66.0% | $3,843-74.8% | $4,126-76.5% |
| Admin fee / account holder | $14 | $3,873-99.6% | $5,196-99.7% | $7,339-99.8% |