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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 | $30,517 | $81,840-62.7% | $63,412-51.9% | $125,389-75.7% |
| Participation rate | 66.7% | 73.0%-6.4pp | 67.1%-0.4pp | 83.2%-16.5pp |
| Annual return | 0.31% | -0.10%+0.4pp | 4.04%-3.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $107 | $2,377-95.5% | $1,814-94.1% | $4,866-97.8% |
| Participant deferral / active EE | $400 | $3,064-86.9% | $2,496-84.0% | $5,352-92.5% |
| Admin fee / account holder | $63 | $4,951-98.7% | $3,753-98.3% | $9,541-99.3% |