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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 | $11,177 | $31,109-64.1% | $67,704-83.5% | $52,331-78.6% |
| Participation rate | 7.3% | 54.0%-46.6pp | 67.5%-60.2pp | 68.1%-60.8pp |
| Annual return | 0.50% | 23.70%-23.2pp | 25.41%-24.9pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $350 | $1,970-82.2% | $3,585-90.2% | $3,022-88.4% |
| Admin fee / account holder | $13 | $466-97.3% | $4,255-99.7% | $592-97.9% |