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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 | $163,828 | $183,988-11.0% | $162,177+1.0% | $152,897+7.1% |
| Participation rate | 55.6% | 88.5%-32.9pp | 87.6%-32.0pp | 82.5%-26.9pp |
| Annual return | 25.89% | 150.79%-124.9pp | 115.60%-89.7pp | 345.43%-319.5pp |
| Employer contribution / active EE | $911 | $6,370-85.7% | $5,613-83.8% | $4,764-80.9% |
| Participant deferral / active EE | $5,593 | $8,032-30.4% | $7,297-23.4% | $5,851-4.4% |
| Admin fee / account holder | $200 | $13,123-98.5% | $10,843-98.2% | $11,599-98.3% |