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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 | $40,553 | $72,177-43.8% | $115,038-64.7% | $59,633-32.0% |
| Participation rate | 63.6% | 72.6%-8.9pp | 81.4%-17.7pp | 68.7%-5.0pp |
| Annual return | 2.01% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $494 | $2,841-82.6% | $4,608-89.3% | $2,203-77.6% |
| Participant deferral / active EE | $1,576 | $4,783-67.0% | $6,026-73.8% | $3,192-50.6% |
| Admin fee / account holder | $1 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |