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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 | $19,903 | $35,183-43.4% | $73,550-72.9% | $70,126-71.6% |
| Participation rate | 42.3% | 42.9%-0.6pp | 54.9%-12.6pp | 69.5%-27.2pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $160 | $709-77.4% | $1,219-86.9% | $2,343-93.2% |
| Participant deferral / active EE | $291 | $1,220-76.1% | $1,804-83.9% | $3,332-91.3% |
| Admin fee / account holder | $3 | $2,302-99.8% | $2,320-99.9% | $4,645-99.9% |