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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 | $11,015 | $36,948-70.2% | $73,658-85.0% | $87,485-87.4% |
| Participation rate | 6.7% | 46.8%-40.2pp | 57.0%-50.4pp | 68.9%-62.3pp |
| Annual return | 17.81% | 28.64%-10.8pp | 29.72%-11.9pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $61 | $1,379-95.6% | $2,062-97.0% | $4,274-98.6% |
| Admin fee / account holder | $111 | $2,531-95.6% | $3,357-96.7% | $7,775-98.6% |