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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 | $67,764 | $48,050+41.0% | $85,969-21.2% | $59,633+13.6% |
| Participation rate | 25.9% | 64.5%-38.6pp | 76.5%-50.7pp | 68.7%-42.8pp |
| Annual return | -1.81% | 0.29%-2.1pp | 9.32%-11.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $410 | $1,640-75.0% | $3,474-88.2% | $2,203-81.4% |
| Participant deferral / active EE | $767 | $2,249-65.9% | $3,829-80.0% | $3,192-76.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |