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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 | $5,088 | $36,948-86.2% | $73,658-93.1% | $87,485-94.2% |
| Participation rate | 7.5% | 46.8%-39.3pp | 57.0%-49.5pp | 68.9%-61.4pp |
| Annual return | 20.39% | 28.64%-8.2pp | 29.72%-9.3pp | 26.06%-5.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $88 | $1,379-93.6% | $2,062-95.7% | $4,274-97.9% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |