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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 | $87,353 | $95,188-8.2% | $76,518+14.2% | $135,379-35.5% |
| Participation rate | 27.8% | 74.4%-46.6pp | 68.0%-40.2pp | 82.6%-54.9pp |
| Annual return | -0.14% | 4.85%-5.0pp | -0.27%+0.1pp | 519.79%-519.9pp |
| Employer contribution / active EE | $430 | $3,303-87.0% | $2,647-83.8% | $4,779-91.0% |
| Participant deferral / active EE | $366 | $4,640-92.1% | $3,836-90.5% | $5,609-93.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |