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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 | $7,331 | $76,407-90.4% | $150,298-95.1% | $82,448-91.1% |
| Participation rate | 30.8% | 66.4%-35.6pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 30.76% | 39.99%-9.2pp | 62.79%-32.0pp | 41.64%-10.9pp |
| Employer contribution / active EE | $633 | $2,614-75.8% | $4,154-84.8% | $2,551-75.2% |
| Participant deferral / active EE | $825 | $3,214-74.3% | $5,453-84.9% | $4,139-80.1% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |