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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 | $10,716 | $25,014-57.2% | $69,701-84.6% | $80,874-86.8% |
| Participation rate | 55.7% | 64.2%-8.5pp | 66.4%-10.7pp | 67.6%-11.9pp |
| Annual return | 14.29% | 19.07%-4.8pp | 100.32%-86.0pp | 35.62%-21.3pp |
| Employer contribution / active EE | $89 | $993-91.0% | $1,713-94.8% | $2,756-96.8% |
| Participant deferral / active EE | $2,214 | $1,839+20.4% | $2,887-23.3% | $4,297-48.5% |
| Admin fee / account holder | $204 | $2,488-91.8% | $4,717-95.7% | $6,935-97.1% |