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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 | $10,670 | $48,314-77.9% | $67,561-84.2% | $80,925-86.8% |
| Participation rate | 69.2% | 66.4%+2.8pp | 72.9%-3.7pp | 67.7%+1.6pp |
| Annual return | 13.93% | 18.28%-4.3pp | 3525.44%-3511.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $298 | $2,022-85.3% | $2,735-89.1% | $2,756-89.2% |
| Participant deferral / active EE | $1,314 | $2,927-55.1% | $4,003-67.2% | $4,299-69.4% |
| Admin fee / account holder | $81 | $3,690-97.8% | $4,006-98.0% | $6,940-98.8% |