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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $25,562 | $30,732-16.8% | $59,496-57.0% | $59,633-57.1% |
| Participation rate | 30.6% | 43.2%-12.6pp | 54.6%-23.9pp | 68.7%-38.1pp |
| Annual return | -0.83% | 4.47%-5.3pp | 182.05%-182.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $428 | $1,183-63.8% | $1,829-76.6% | $3,192-86.6% |
| Admin fee / account holder | $22 | $2,136-99.0% | $2,232-99.0% | $4,297-99.5% |