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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 | $29,667-58.7% | $56,441-78.3% | $80,874-84.8% |
| Participation rate | 8.9% | 41.7%-32.8pp | 52.5%-43.6pp | 67.6%-58.8pp |
| Annual return | 17.33% | 35.22%-17.9pp | 1704.21%-1686.9pp | 35.62%-18.3pp |
| Employer contribution / active EE | $79 | $669-88.3% | $1,039-92.4% | $2,756-97.1% |
| Participant deferral / active EE | $826 | $1,227-32.6% | $1,953-57.7% | $4,297-80.8% |
| Admin fee / account holder | $30 | $2,429-98.8% | $2,829-98.9% | $6,935-99.6% |