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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 | $9,369 | $36,140-74.1% | $73,658-87.3% | $64,340-85.4% |
| Participation rate | 2.8% | 31.0%-28.2pp | 57.0%-54.2pp | 55.2%-52.4pp |
| Annual return | 25.64% | 21.48%+4.2pp | 29.72%-4.1pp | 24.14%+1.5pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $94 | $1,023-90.8% | $2,062-95.5% | $2,980-96.9% |
| Admin fee / account holder | $82 | $2,513-96.7% | $3,357-97.5% | $3,703-97.8% |