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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 | $30,312 | $62,583-51.6% | $76,767-60.5% | $64,173-52.8% |
| Participation rate | 45.0% | 72.8%-27.8pp | 77.0%-32.0pp | 69.6%-24.6pp |
| Annual return | -2.06% | -1.95%-0.1pp | 2.43%-4.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $839 | $3,145-73.3% | $3,852-78.2% | $3,470-75.8% |
| Admin fee / account holder | $243 | $4,667-94.8% | $6,675-96.4% | $4,887-95.0% |