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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 | $248,825 | $202,342+23.0% | $172,752+44.0% | $152,897+62.7% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 31.52% | 1029.83%-998.3pp | 802.97%-771.4pp | 345.43%-313.9pp |
| Employer contribution / active EE | $1,048 | $5,858-82.1% | $5,144-79.6% | $4,764-78.0% |
| Participant deferral / active EE | $5,348 | $5,948-10.1% | $5,198+2.9% | $5,851-8.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |