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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 | $30,996 | $48,267-35.8% | $68,808-55.0% | $68,486-54.7% |
| Participation rate | 21.2% | 60.7%-39.5pp | 69.0%-47.8pp | 67.9%-46.7pp |
| Annual return | -17.29% | -12.70%-4.6pp | -6.37%-10.9pp | -7.85%-9.4pp |
| Employer contribution / active EE | $906 | $1,829-50.4% | $2,656-65.9% | $2,597-65.1% |
| Participant deferral / active EE | $868 | $2,867-69.7% | $3,942-78.0% | $4,028-78.4% |
| Admin fee / account holder | $257 | $4,362-94.1% | $4,936-94.8% | $5,404-95.3% |