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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 | $35,310 | $57,073-38.1% | $85,126-58.5% | $80,925-56.4% |
| Participation rate | 6.5% | 56.4%-49.9pp | 67.5%-61.1pp | 67.7%-61.2pp |
| Annual return | 13.68% | 21.69%-8.0pp | 66.63%-53.0pp | 35.65%-22.0pp |
| Employer contribution / active EE | $289 | $1,801-83.9% | $2,731-89.4% | $2,756-89.5% |
| Participant deferral / active EE | $409 | $3,113-86.9% | $4,523-91.0% | $4,299-90.5% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |