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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 | $155,976 | $90,614+72.1% | $76,089+105.0% | $145,877+6.9% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 9.95% | 623.80%-613.8pp | 360.94%-351.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $447 | $3,324-86.6% | $2,690-83.4% | $4,663-90.4% |
| Participant deferral / active EE | $2,168 | $5,168-58.0% | $4,259-49.1% | $6,691-67.6% |
| Admin fee / account holder | $15 | $8,376-99.8% | $6,418-99.8% | $13,402-99.9% |