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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 | $10,676 | $29,736-64.1% | $56,033-80.9% | $80,935-86.8% |
| Participation rate | 44.0% | 41.7%+2.3pp | 52.5%-8.5pp | 67.7%-23.7pp |
| Annual return | 14.99% | 35.28%-20.3pp | 1711.38%-1696.4pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,970 | $1,228+60.3% | $1,954+0.8% | $4,299-54.2% |
| Admin fee / account holder | $54 | $2,434-97.8% | $2,827-98.1% | $6,924-99.2% |