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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 | $140,902 | $111,785+26.0% | $93,669+50.4% | $145,877-3.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 17.04% | 203.79%-186.7pp | 133.59%-116.5pp | 551.28%-534.2pp |
| Employer contribution / active EE | $289 | $3,096-90.7% | $2,424-88.1% | $4,663-93.8% |
| Participant deferral / active EE | $1,514 | $4,919-69.2% | $4,416-65.7% | $6,691-77.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |