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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 | $26,946 | $72,177-62.7% | $115,037-76.6% | $59,633-54.8% |
| Participation rate | 17.6% | 72.6%-54.9pp | 81.4%-63.7pp | 68.7%-51.0pp |
| Annual return | -2.21% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $671 | $2,841-76.4% | $4,608-85.4% | $2,203-69.5% |
| Participant deferral / active EE | $679 | $4,783-85.8% | $6,026-88.7% | $3,192-78.7% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |