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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $6,021 | $36,948-83.7% | $73,658-91.8% | $87,485-93.1% |
| Participation rate | 37.5% | 46.8%-9.3pp | 57.0%-19.5pp | 68.9%-31.4pp |
| Annual return | 15.53% | 28.64%-13.1pp | 29.72%-14.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $98 | $670-85.3% | $1,032-90.5% | $2,596-96.2% |
| Participant deferral / active EE | $287 | $1,379-79.2% | $2,062-86.1% | $4,274-93.3% |
| Admin fee / account holder | $117 | $2,531-95.4% | $3,357-96.5% | $7,775-98.5% |