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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 | $120,108 | $112,131+7.1% | $95,964+25.2% | $158,982-24.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 15.38% | 171.19%-155.8pp | 91.64%-76.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,936 | $4,784-38.6% | $4,167-29.5% | $5,983-50.9% |
| Admin fee / account holder | $26 | $10,136-99.7% | $6,797-99.6% | $11,252-99.8% |