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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 | $23,904 | $53,596-55.4% | $90,657-73.6% | $64,173-62.8% |
| Participation rate | 22.9% | 64.5%-41.6pp | 74.0%-51.1pp | 69.6%-46.7pp |
| Annual return | -6.93% | 4.41%-11.3pp | 1.89%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $254 | $1,503-83.1% | $2,532-90.0% | $2,381-89.3% |
| Participant deferral / active EE | $515 | $2,459-79.1% | $3,424-85.0% | $3,470-85.2% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |