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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 | $57,026 | $46,745+22.0% | $60,547-5.8% | $52,331+9.0% |
| Participation rate | 13.8% | 58.6%-44.8pp | 68.0%-54.2pp | 68.1%-54.3pp |
| Annual return | -1.70% | 0.61%-2.3pp | 335.64%-337.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $369 | $1,259-70.7% | $2,419-84.7% | $1,882-80.4% |
| Participant deferral / active EE | $561 | $2,145-73.9% | $3,328-83.1% | $3,022-81.4% |
| Admin fee / account holder | $6 | $537-98.8% | $4,536-99.9% | $592-98.9% |