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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 | $11,740 | $36,948-68.2% | $73,658-84.1% | $87,485-86.6% |
| Participation rate | 5.8% | 46.8%-41.0pp | 57.0%-51.3pp | 68.9%-63.2pp |
| Annual return | 24.32% | 28.64%-4.3pp | 29.72%-5.4pp | 26.06%-1.7pp |
| Employer contribution / active EE | $60 | $670-91.0% | $1,032-94.2% | $2,596-97.7% |
| Participant deferral / active EE | $129 | $1,379-90.7% | $2,062-93.8% | $4,274-97.0% |
| Admin fee / account holder | $40 | $2,531-98.4% | $3,357-98.8% | $7,775-99.5% |