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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 | $29,249 | $73,848-60.4% | $143,799-79.7% | $68,486-57.3% |
| Participation rate | 19.6% | 66.7%-47.1pp | 80.3%-60.7pp | 67.9%-48.3pp |
| Annual return | -7.05% | 0.91%-8.0pp | -0.04%-7.0pp | -7.85%+0.8pp |
| Employer contribution / active EE | $510 | $3,184-84.0% | $4,952-89.7% | $2,597-80.3% |
| Participant deferral / active EE | $522 | $3,385-84.6% | $5,638-90.7% | $4,028-87.0% |
| Admin fee / account holder | $120 | $5,755-97.9% | $14,677-99.2% | $5,404-97.8% |