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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 | $14,971 | $85,171-82.4% | $172,752-91.3% | $72,975-79.5% |
| Participation rate | 32.0% | 70.1%-38.1pp | 82.6%-50.6pp | 69.5%-37.5pp |
| Annual return | 43.90% | 27.32%+16.6pp | 802.97%-759.1pp | 81.01%-37.1pp |
| Employer contribution / active EE | $337 | $3,324-89.9% | $5,144-93.4% | $2,440-86.2% |
| Participant deferral / active EE | $2,033 | $3,260-37.6% | $5,198-60.9% | $3,608-43.6% |
| Admin fee / account holder | $73 | $5,880-98.8% | $13,955-99.5% | $5,124-98.6% |