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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 | $233,684 | $226,105+3.4% | $182,540+28.0% | $152,897+52.8% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.0%-36.3pp | 82.5%-40.8pp |
| Annual return | 31.66% | 192.58%-160.9pp | 148.58%-116.9pp | 345.43%-313.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,870 | $6,370-54.9% | $5,525-48.1% | $5,851-50.9% |
| Admin fee / account holder | $184 | $10,706-98.3% | $8,593-97.9% | $11,599-98.4% |