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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 | $4,273 | $36,948-88.4% | $73,658-94.2% | $87,485-95.1% |
| Participation rate | 10.6% | 46.8%-36.2pp | 57.0%-46.4pp | 68.9%-58.3pp |
| Annual return | 26.81% | 28.64%-1.8pp | 29.72%-2.9pp | 26.06%+0.7pp |
| Employer contribution / active EE | $105 | $670-84.3% | $1,032-89.8% | $2,596-95.9% |
| Participant deferral / active EE | $159 | $1,379-88.5% | $2,062-92.3% | $4,274-96.3% |
| Admin fee / account holder | $45 | $2,531-98.2% | $3,357-98.7% | $7,775-99.4% |