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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 | $36,844-74.6% | $83,854-88.8% | $65,306-85.7% |
| Participation rate | 2.8% | 29.2%-26.4pp | 59.1%-56.3pp | 57.7%-54.8pp |
| Annual return | 25.64% | 22.28%+3.4pp | 31.39%-5.8pp | 21.94%+3.7pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $94 | $1,040-91.0% | $2,035-95.4% | $2,959-96.8% |
| Admin fee / account holder | $82 | $2,546-96.8% | $3,197-97.4% | $3,480-97.6% |