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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 | $12,518 | $81,331-84.6% | $155,534-92.0% | $80,935-84.5% |
| Participation rate | 29.0% | 66.3%-37.2pp | 78.2%-49.2pp | 67.7%-38.6pp |
| Annual return | 67.35% | 33.37%+34.0pp | 64.92%+2.4pp | 35.66%+31.7pp |
| Employer contribution / active EE | $252 | $3,105-91.9% | $4,675-94.6% | $2,757-90.9% |
| Participant deferral / active EE | $1,060 | $3,454-69.3% | $5,630-81.2% | $4,299-75.3% |
| Admin fee / account holder | $15 | $7,999-99.8% | $15,900-99.9% | $6,924-99.8% |