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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 | $114,258 | $106,003+7.8% | $92,236+23.9% | $147,585-22.6% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 14.64% | 50.05%-35.4pp | 176.29%-161.6pp | 578.57%-563.9pp |
| Employer contribution / active EE | $508 | $4,333-88.3% | $3,679-86.2% | $4,876-89.6% |
| Participant deferral / active EE | $1,983 | $4,478-55.7% | $3,897-49.1% | $5,439-63.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |