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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 | $29,008 | $72,177-59.8% | $115,037-74.8% | $59,633-51.4% |
| Participation rate | 40.7% | 72.6%-31.8pp | 81.4%-40.6pp | 68.7%-27.9pp |
| Annual return | -0.26% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $678 | $2,841-76.1% | $4,608-85.3% | $2,203-69.2% |
| Participant deferral / active EE | $1,179 | $4,783-75.4% | $6,026-80.4% | $3,192-63.1% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |