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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 | $20,700 | $49,280-58.0% | $67,313-69.2% | $64,173-67.7% |
| Participation rate | 37.5% | 60.8%-23.3pp | 69.1%-31.6pp | 69.6%-32.1pp |
| Annual return | -4.74% | -1.39%-3.3pp | -4.08%-0.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $731 | $1,668-56.2% | $2,566-71.5% | $2,381-69.3% |
| Participant deferral / active EE | $341 | $2,484-86.3% | $3,568-90.5% | $3,470-90.2% |
| Admin fee / account holder | $177 | $3,863-95.4% | $4,507-96.1% | $4,887-96.4% |