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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% | $69,632-84.6% | $80,959-86.8% |
| Participation rate | 55.7% | 64.2%-8.5pp | 66.4%-10.7pp | 67.7%-12.0pp |
| Annual return | 14.29% | 19.08%-4.8pp | 101.32%-87.0pp | 35.67%-21.4pp |
| Employer contribution / active EE | $89 | $991-91.0% | $1,708-94.8% | $2,757-96.8% |
| Participant deferral / active EE | $2,214 | $1,840+20.4% | $2,889-23.4% | $4,300-48.5% |
| Admin fee / account holder | $204 | $2,491-91.8% | $4,695-95.7% | $6,925-97.1% |