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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 | $3,456 | $37,156-90.7% | $83,854-95.9% | $86,983-96.0% |
| Participation rate | 5.8% | 49.1%-43.3pp | 59.1%-53.3pp | 69.5%-63.8pp |
| Annual return | 23.49% | 29.88%-6.4pp | 31.39%-7.9pp | 25.83%-2.3pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $40 | $1,418-97.2% | $2,035-98.1% | $4,194-99.1% |
| Admin fee / account holder | $160 | $2,510-93.6% | $3,197-95.0% | $7,856-98.0% |