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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 | $7,031 | $76,407-90.8% | $150,298-95.3% | $82,448-91.5% |
| Participation rate | 36.0% | 66.4%-30.4pp | 77.8%-41.8pp | 68.1%-32.1pp |
| Annual return | 30.79% | 39.99%-9.2pp | 62.79%-32.0pp | 41.64%-10.8pp |
| Employer contribution / active EE | $419 | $2,614-84.0% | $4,154-89.9% | $2,551-83.6% |
| Participant deferral / active EE | $604 | $3,214-81.2% | $5,453-88.9% | $4,139-85.4% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |