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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 | $8,469 | $36,948-77.1% | $73,658-88.5% | $87,485-90.3% |
| Participation rate | 6.0% | 46.8%-40.8pp | 57.0%-51.1pp | 68.9%-63.0pp |
| Annual return | 27.84% | 28.64%-0.8pp | 29.72%-1.9pp | 26.06%+1.8pp |
| Employer contribution / active EE | $72 | $670-89.2% | $1,032-93.0% | $2,596-97.2% |
| Participant deferral / active EE | $182 | $1,379-86.8% | $2,062-91.2% | $4,274-95.7% |
| Admin fee / account holder | $3 | $2,531-99.9% | $3,357-99.9% | $7,775-100.0% |