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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 | $37,287 | $42,910-13.1% | $60,919-38.8% | $68,490-45.6% |
| Participation rate | 48.1% | 66.8%-18.6pp | 73.1%-25.0pp | 67.9%-19.7pp |
| Annual return | -16.51% | -13.99%-2.5pp | 16.96%-33.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $712 | $1,978-64.0% | $2,704-73.7% | $2,597-72.6% |
| Participant deferral / active EE | $761 | $2,866-73.5% | $3,814-80.1% | $4,028-81.1% |
| Admin fee / account holder | $123 | $3,104-96.0% | $3,228-96.2% | $5,403-97.7% |