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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 | $7,890 | $32,037-75.4% | $69,182-88.6% | $62,881-87.5% |
| Participation rate | 12.5% | 43.4%-30.9pp | 55.1%-42.6pp | 69.3%-56.8pp |
| Annual return | 12.71% | 15.16%-2.5pp | -21.93%+34.6pp | 20.14%-7.4pp |
| Employer contribution / active EE | $159 | $679-76.6% | $1,206-86.8% | $2,281-93.0% |
| Participant deferral / active EE | $241 | $1,185-79.7% | $1,897-87.3% | $3,203-92.5% |
| Admin fee / account holder | $64 | $2,608-97.6% | $2,697-97.6% | $4,296-98.5% |