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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 | $140,305 | $106,008+32.4% | $92,240+52.1% | $147,586-4.9% |
| Participation rate | 16.7% | 80.4%-63.7pp | 76.5%-59.8pp | 82.8%-66.2pp |
| Annual return | 14.01% | 50.05%-36.0pp | 176.29%-162.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $624 | $4,333-85.6% | $3,680-83.0% | $4,876-87.2% |
| Participant deferral / active EE | $4,000 | $4,478-10.7% | $3,897+2.6% | $5,439-26.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |