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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 | $10,175 | $32,037-68.2% | $69,182-85.3% | $62,881-83.8% |
| Participation rate | 59.4% | 43.4%+16.0pp | 55.1%+4.3pp | 69.3%-9.9pp |
| Annual return | 10.03% | 15.16%-5.1pp | -21.93%+32.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $177 | $1,185-85.1% | $1,897-90.7% | $3,203-94.5% |
| Admin fee / account holder | $150 | $2,608-94.3% | $2,697-94.4% | $4,296-96.5% |