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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 | $11,450 | $36,948-69.0% | $73,658-84.5% | $87,485-86.9% |
| Participation rate | 3.4% | 46.8%-43.4pp | 57.0%-53.6pp | 68.9%-65.5pp |
| Annual return | 24.29% | 28.64%-4.4pp | 29.72%-5.4pp | 26.06%-1.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $75 | $1,379-94.6% | $2,062-96.4% | $4,274-98.2% |
| Admin fee / account holder | $41 | $2,531-98.4% | $3,357-98.8% | $7,775-99.5% |