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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 | $2,842 | $25,014-88.6% | $69,623-95.9% | $80,935-96.5% |
| Participation rate | 36.6% | 64.2%-27.6pp | 66.4%-29.9pp | 67.7%-31.1pp |
| Annual return | 14.73% | 19.08%-4.4pp | 101.23%-86.5pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $421 | $1,840-77.1% | $2,890-85.4% | $4,299-90.2% |
| Admin fee / account holder | $141 | $2,491-94.3% | $4,696-97.0% | $6,924-98.0% |