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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 | $55,705 | $52,678+5.7% | $75,784-26.5% | $59,633-6.6% |
| Participation rate | 27.8% | 67.2%-39.4pp | 75.8%-48.0pp | 68.7%-40.9pp |
| Annual return | -1.59% | 2.95%-4.5pp | 9.68%-11.3pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $449 | $2,193-79.5% | $3,323-86.5% | $2,203-79.6% |
| Participant deferral / active EE | $793 | $2,591-69.4% | $3,652-78.3% | $3,192-75.1% |
| Admin fee / account holder | $10 | $3,610-99.7% | $5,300-99.8% | $4,297-99.8% |