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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 | $7,004 | $25,014-72.0% | $69,623-89.9% | $80,935-91.3% |
| Participation rate | 6.2% | 64.2%-58.1pp | 66.4%-60.3pp | 67.7%-61.5pp |
| Annual return | 12.08% | 19.08%-7.0pp | 101.23%-89.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $186 | $1,840-89.9% | $2,890-93.6% | $4,299-95.7% |
| Admin fee / account holder | $25 | $2,491-99.0% | $4,696-99.5% | $6,924-99.6% |