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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 | $12,385 | $36,948-66.5% | $73,658-83.2% | $87,485-85.8% |
| Participation rate | 4.6% | 46.8%-42.2pp | 57.0%-52.4pp | 68.9%-64.3pp |
| Annual return | 21.65% | 28.64%-7.0pp | 29.72%-8.1pp | 26.06%-4.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $108 | $1,379-92.2% | $2,062-94.8% | $4,274-97.5% |
| Admin fee / account holder | $46 | $2,531-98.2% | $3,357-98.6% | $7,775-99.4% |