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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 | $1,891 | $27,826-93.2% | $65,583-97.1% | $71,529-97.4% |
| Participation rate | 56.0% | 57.6%-1.6pp | 65.0%-9.0pp | 67.9%-11.9pp |
| Annual return | 47.60% | 41.56%+6.0pp | 47.46%+0.1pp | 28.97%+18.6pp |
| Employer contribution / active EE | $244 | $1,405-82.7% | $1,692-85.6% | $2,590-90.6% |
| Participant deferral / active EE | $904 | $1,861-51.4% | $2,833-68.1% | $4,291-78.9% |
| Admin fee / account holder | $50 | $3,850-98.7% | $4,112-98.8% | $1,588-96.8% |