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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 | $12,444 | $61,755-79.8% | $97,161-87.2% | $80,911-84.6% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.6%-24.8pp |
| Annual return | 12.81% | -557.90%+570.7pp | 75.36%-62.5pp | 35.63%-22.8pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,786 | $3,026-41.0% | $4,265-58.1% | $4,297-58.4% |
| Admin fee / account holder | $191 | $5,166-96.3% | $5,647-96.6% | $6,935-97.2% |