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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 | $28,149 | $45,438-38.0% | $80,004-64.8% | $59,633-52.8% |
| Participation rate | 37.9% | 63.7%-25.8pp | 73.0%-35.1pp | 68.7%-30.7pp |
| Annual return | -0.67% | 5.10%-5.8pp | 7.63%-8.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $518 | $1,236-58.1% | $2,473-79.0% | $2,203-76.5% |
| Participant deferral / active EE | $671 | $2,231-69.9% | $3,204-79.0% | $3,192-79.0% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |