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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 | $58,311-84.8% | $81,882-89.2% | $80,959-89.1% |
| Participation rate | 67.4% | 63.5%+3.9pp | 72.4%-5.0pp | 67.7%-0.3pp |
| Annual return | 11.41% | 41.85%-30.4pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $274 | $2,347-88.3% | $2,916-90.6% | $2,757-90.1% |
| Participant deferral / active EE | $1,873 | $3,287-43.0% | $4,323-56.7% | $4,300-56.4% |
| Admin fee / account holder | $64 | $4,752-98.7% | $7,360-99.1% | $6,925-99.1% |