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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 | $7,739 | $58,848-86.8% | $88,179-91.2% | $82,637-90.6% |
| Participation rate | 47.6% | 57.9%-10.3pp | 69.1%-21.5pp | 68.1%-20.4pp |
| Annual return | 25.44% | 22.76%+2.7pp | 64.97%-39.5pp | 53.51%-28.1pp |
| Employer contribution / active EE | $407 | $1,678-75.8% | $2,549-84.0% | $2,552-84.1% |
| Participant deferral / active EE | $741 | $3,124-76.3% | $4,614-83.9% | $4,126-82.0% |
| Admin fee / account holder | $0 | $4,795-100.0% | $7,673-100.0% | $7,339-100.0% |