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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 | $5,693 | $36,948-84.6% | $73,658-92.3% | $87,485-93.5% |
| Participation rate | 5.9% | 46.8%-40.9pp | 57.0%-51.2pp | 68.9%-63.0pp |
| Annual return | 29.95% | 28.64%+1.3pp | 29.72%+0.2pp | 26.06%+3.9pp |
| Employer contribution / active EE | $60 | $670-91.0% | $1,032-94.2% | $2,596-97.7% |
| Participant deferral / active EE | $102 | $1,379-92.6% | $2,062-95.1% | $4,274-97.6% |
| Admin fee / account holder | $17 | $2,531-99.3% | $3,357-99.5% | $7,775-99.8% |