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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 | $176,481 | $176,077+0.2% | $159,455+10.7% | $167,518+5.4% |
| Participation rate | 16.7% | 84.9%-68.3pp | 82.8%-66.2pp | 82.1%-65.4pp |
| Annual return | 12.28% | 331.83%-319.6pp | 263.63%-251.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $577 | $5,298-89.1% | $4,830-88.1% | $4,838-88.1% |
| Participant deferral / active EE | $4,167 | $7,751-46.2% | $7,353-43.3% | $6,342-34.3% |
| Admin fee / account holder | $129 | $12,556-99.0% | $10,800-98.8% | $12,312-99.0% |