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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 | $20,312 | $52,911-61.6% | $73,309-72.3% | $59,633-65.9% |
| Participation rate | 36.8% | 68.2%-31.4pp | 74.9%-38.1pp | 68.7%-31.8pp |
| Annual return | 0.67% | 12.20%-11.5pp | 5.67%-5.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $314 | $1,909-83.6% | $3,237-90.3% | $2,203-85.8% |
| Participant deferral / active EE | $749 | $4,069-81.6% | $4,991-85.0% | $3,192-76.5% |
| Admin fee / account holder | $146 | $3,835-96.2% | $5,635-97.4% | $4,297-96.6% |