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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 | $6,528 | $57,590-88.7% | $86,233-92.4% | $82,448-92.1% |
| Participation rate | 12.5% | 57.9%-45.4pp | 69.0%-56.5pp | 68.1%-55.6pp |
| Annual return | 24.31% | 22.41%+1.9pp | 61.39%-37.1pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $270 | $3,080-91.2% | $4,559-94.1% | $4,139-93.5% |
| Admin fee / account holder | $40 | $4,730-99.2% | $8,342-99.5% | $7,234-99.4% |