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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 | $12,724 | $78,690-83.8% | $161,489-92.1% | $87,485-85.5% |
| Participation rate | 45.3% | 67.5%-22.2pp | 78.7%-33.4pp | 68.9%-23.6pp |
| Annual return | 26.52% | 32.74%-6.2pp | 89.72%-63.2pp | 26.06%+0.5pp |
| Employer contribution / active EE | $266 | $2,588-89.7% | $4,268-93.8% | $2,596-89.7% |
| Participant deferral / active EE | $2,078 | $3,311-37.2% | $5,630-63.1% | $4,274-51.4% |
| Admin fee / account holder | $116 | $6,724-98.3% | $16,006-99.3% | $7,775-98.5% |