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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 | $14,467 | $36,948-60.8% | $73,658-80.4% | $87,485-83.5% |
| Participation rate | 6.5% | 46.8%-40.3pp | 57.0%-50.5pp | 68.9%-62.4pp |
| Annual return | 21.52% | 28.64%-7.1pp | 29.72%-8.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $78 | $670-88.4% | $1,032-92.5% | $2,596-97.0% |
| Participant deferral / active EE | $149 | $1,379-89.2% | $2,062-92.8% | $4,274-96.5% |
| Admin fee / account holder | $51 | $2,531-98.0% | $3,357-98.5% | $7,775-99.4% |