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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 | $30,388 | $77,814-60.9% | $158,223-80.8% | $86,983-65.1% |
| Participation rate | 32.1% | 68.4%-36.3pp | 79.2%-47.1pp | 69.5%-37.4pp |
| Annual return | 35.29% | 30.54%+4.7pp | 52.09%-16.8pp | 25.83%+9.5pp |
| Employer contribution / active EE | $118 | $2,592-95.5% | $4,109-97.1% | $2,584-95.4% |
| Participant deferral / active EE | $971 | $3,270-70.3% | $5,467-82.2% | $4,194-76.9% |
| Admin fee / account holder | $35 | $5,879-99.4% | $16,047-99.8% | $7,856-99.6% |