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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 | $157,274 | $150,447+4.5% | $136,298+15.4% | $147,586+6.6% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 13.94% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $536 | $5,256-89.8% | $4,696-88.6% | $4,876-89.0% |
| Participant deferral / active EE | $3,692 | $6,631-44.3% | $6,247-40.9% | $5,439-32.1% |
| Admin fee / account holder | $13 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |