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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 | $12,259 | $29,733-58.8% | $56,025-78.1% | $80,959-84.9% |
| Participation rate | 8.9% | 41.7%-32.8pp | 52.5%-43.6pp | 67.7%-58.8pp |
| Annual return | 17.33% | 35.28%-18.0pp | 1712.69%-1695.4pp | 35.67%-18.3pp |
| Employer contribution / active EE | $79 | $672-88.3% | $1,042-92.5% | $2,757-97.2% |
| Participant deferral / active EE | $826 | $1,229-32.8% | $1,955-57.7% | $4,300-80.8% |
| Admin fee / account holder | $30 | $2,434-98.8% | $2,828-98.9% | $6,925-99.6% |