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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 | $46,571 | $54,380-14.4% | $68,509-32.0% | $59,633-21.9% |
| Participation rate | 18.8% | 70.2%-51.4pp | 74.7%-56.0pp | 68.7%-49.9pp |
| Annual return | -0.73% | 2.83%-3.6pp | 8.27%-9.0pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $313 | $1,539-79.7% | $2,278-86.3% | $2,203-85.8% |
| Participant deferral / active EE | $857 | $2,643-67.6% | $3,382-74.6% | $3,192-73.1% |
| Admin fee / account holder | $280 | $3,885-92.8% | $5,275-94.7% | $4,297-93.5% |