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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 | $37,175 | $45,872-19.0% | $77,096-51.8% | $68,486-45.7% |
| Participation rate | 14.3% | 55.9%-41.6pp | 67.9%-53.6pp | 67.9%-53.6pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $436 | $1,650-73.6% | $2,814-84.5% | $2,597-83.2% |
| Participant deferral / active EE | $623 | $2,963-79.0% | $4,429-85.9% | $4,028-84.5% |
| Admin fee / account holder | $31 | $3,041-99.0% | $5,428-99.4% | $5,404-99.4% |