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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 | $7,807 | $29,736-73.7% | $56,033-86.1% | $80,935-90.4% |
| Participation rate | 10.5% | 41.7%-31.2pp | 52.5%-42.0pp | 67.7%-57.1pp |
| Annual return | 16.91% | 35.28%-18.4pp | 1711.38%-1694.5pp | 35.66%-18.8pp |
| Employer contribution / active EE | $68 | $671-89.9% | $1,041-93.5% | $2,757-97.5% |
| Participant deferral / active EE | $257 | $1,228-79.1% | $1,954-86.8% | $4,299-94.0% |
| Admin fee / account holder | $46 | $2,434-98.1% | $2,827-98.4% | $6,924-99.3% |