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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 | $22,162 | $52,678-57.9% | $75,784-70.8% | $59,633-62.8% |
| Participation rate | 31.6% | 67.2%-35.6pp | 75.8%-44.2pp | 68.7%-37.1pp |
| Annual return | -1.30% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $577 | $2,193-73.7% | $3,323-82.6% | $2,203-73.8% |
| Participant deferral / active EE | $912 | $2,591-64.8% | $3,652-75.0% | $3,192-71.4% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |