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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 | $33,976 | $113,941-70.2% | $94,229-63.9% | $125,389-72.9% |
| Participation rate | 47.1% | 82.9%-35.8pp | 78.8%-31.7pp | 83.2%-36.1pp |
| Annual return | -2.19% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $845 | $4,727-82.1% | $3,587-76.4% | $4,866-82.6% |
| Participant deferral / active EE | $1,099 | $5,179-78.8% | $4,320-74.6% | $5,352-79.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |