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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 | $246,571 | $132,099+86.7% | $115,599+113.3% | $138,895+77.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 15.61% | 176.76%-161.1pp | 111.10%-95.5pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,384 | $5,617+67.1% | $4,889+91.9% | $6,396+46.7% |
| Admin fee / account holder | $40 | $15,650-99.7% | $12,841-99.7% | $12,562-99.7% |