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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 | $158,822 | $175,257-9.4% | $149,717+6.1% | $139,456+13.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 22.58% | 166.70%-144.1pp | 134.41%-111.8pp | 373.45%-350.9pp |
| Employer contribution / active EE | $962 | $5,477-82.4% | $4,820-80.0% | $4,753-79.8% |
| Participant deferral / active EE | $4,264 | $6,521-34.6% | $5,682-25.0% | $6,711-36.5% |
| Admin fee / account holder | $24 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |