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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 | $187,793 | $226,135-17.0% | $182,558+2.9% | $152,909+22.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 29.06% | 192.60%-163.5pp | 148.59%-119.5pp | 345.46%-316.4pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,517 | $6,371-76.2% | $5,526-72.6% | $5,851-74.1% |
| Admin fee / account holder | $107 | $10,707-99.0% | $8,594-98.8% | $11,601-99.1% |