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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 | $7,151 | $36,948-80.6% | $73,658-90.3% | $87,485-91.8% |
| Participation rate | 8.0% | 46.8%-38.8pp | 57.0%-49.0pp | 68.9%-60.9pp |
| Annual return | 20.26% | 28.64%-8.4pp | 29.72%-9.5pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $239 | $1,379-82.6% | $2,062-88.4% | $4,274-94.4% |
| Admin fee / account holder | $78 | $2,531-96.9% | $3,357-97.7% | $7,775-99.0% |