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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 | $8,842 | $58,234-84.8% | $81,783-89.2% | $80,874-89.1% |
| Participation rate | 67.4% | 63.4%+4.0pp | 72.4%-5.0pp | 67.6%-0.3pp |
| Annual return | 11.41% | 41.70%-30.3pp | 775.05%-763.6pp | 35.62%-24.2pp |
| Employer contribution / active EE | $274 | $2,341-88.3% | $2,913-90.6% | $2,756-90.1% |
| Participant deferral / active EE | $1,873 | $3,283-42.9% | $4,320-56.6% | $4,297-56.4% |
| Admin fee / account holder | $64 | $4,982-98.7% | $7,380-99.1% | $6,935-99.1% |