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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 | $169,153 | $160,028+5.7% | $147,080+15.0% | $145,884+16.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 14.05% | 98.60%-84.6pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $450 | $5,286-91.5% | $4,933-90.9% | $4,662-90.3% |
| Participant deferral / active EE | $9,181 | $8,422+9.0% | $8,066+13.8% | $6,690+37.2% |
| Admin fee / account holder | $6 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |