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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 | $14,671 | $75,962-80.7% | $154,111-90.5% | $64,173-77.1% |
| Participation rate | 38.3% | 70.4%-32.1pp | 83.0%-44.7pp | 69.6%-31.3pp |
| Annual return | 17.88% | 30.32%-12.4pp | 735.18%-717.3pp | 7.63%+10.2pp |
| Employer contribution / active EE | $136 | $3,350-95.9% | $5,298-97.4% | $2,381-94.3% |
| Participant deferral / active EE | $953 | $3,175-70.0% | $5,081-81.3% | $3,470-72.5% |
| Admin fee / account holder | $153 | $5,589-97.3% | $13,411-98.9% | $4,887-96.9% |