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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 | $187,509 | $171,492+9.3% | $150,734+24.4% | $198,609-5.6% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 16.59% | 804.70%-788.1pp | 600.81%-584.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $1,241 | $5,470-77.3% | $4,918-74.8% | $5,055-75.4% |
| Participant deferral / active EE | $7,902 | $6,259+26.2% | $5,610+40.9% | $6,977+13.3% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |