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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 | $61,693 | $73,863-16.5% | $143,797-57.1% | $68,490-9.9% |
| Participation rate | 17.9% | 66.7%-48.8pp | 80.3%-62.5pp | 67.9%-50.0pp |
| Annual return | 0.57% | 0.91%-0.3pp | -0.04%+0.6pp | -7.85%+8.4pp |
| Employer contribution / active EE | $409 | $3,185-87.2% | $4,952-91.7% | $2,597-84.2% |
| Participant deferral / active EE | $792 | $3,385-76.6% | $5,638-86.0% | $4,028-80.3% |
| Admin fee / account holder | $89 | $5,756-98.5% | $14,679-99.4% | $5,403-98.3% |