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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 | $6,358 | $36,140-82.4% | $73,658-91.4% | $64,340-90.1% |
| Participation rate | 5.8% | 31.0%-25.2pp | 57.0%-51.2pp | 55.2%-49.4pp |
| Annual return | 23.24% | 21.48%+1.8pp | 29.72%-6.5pp | 24.14%-0.9pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $78 | $1,023-92.3% | $2,062-96.2% | $2,980-97.4% |
| Admin fee / account holder | $11 | $2,513-99.6% | $3,357-99.7% | $3,703-99.7% |