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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 | $43,042 | $45,438-5.3% | $80,004-46.2% | $59,633-27.8% |
| Participation rate | 13.0% | 63.7%-50.7pp | 73.0%-60.0pp | 68.7%-55.6pp |
| Annual return | 0.76% | 5.10%-4.3pp | 7.63%-6.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $224 | $1,236-81.9% | $2,473-91.0% | $2,203-89.8% |
| Participant deferral / active EE | $330 | $2,231-85.2% | $3,204-89.7% | $3,192-89.7% |
| Admin fee / account holder | $264 | $3,464-92.4% | $5,033-94.8% | $4,297-93.9% |