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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 | $112,594 | $102,635+9.7% | $86,209+30.6% | $139,456-19.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 15.52% | 1923.53%-1908.0pp | 1169.05%-1153.5pp | 373.45%-357.9pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,735 | $4,677+44.0% | $3,986+69.0% | $6,711+0.4% |
| Admin fee / account holder | $60 | $8,661-99.3% | $6,853-99.1% | $11,407-99.5% |