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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 | $15,413 | $51,638-70.2% | $68,368-77.5% | $82,448-81.3% |
| Participation rate | 28.8% | 63.6%-34.8pp | 73.8%-45.0pp | 68.1%-39.3pp |
| Annual return | 23.90% | 37.53%-13.6pp | 292.57%-268.7pp | 41.64%-17.7pp |
| Employer contribution / active EE | $224 | $2,047-89.0% | $2,649-91.5% | $2,551-91.2% |
| Participant deferral / active EE | $1,209 | $2,914-58.5% | $4,123-70.7% | $4,139-70.8% |
| Admin fee / account holder | $8 | $4,643-99.8% | $5,150-99.8% | $7,234-99.9% |