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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 | $185,501 | $209,422-11.4% | $178,503+3.9% | $158,982+16.7% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 20.79% | 188.81%-168.0pp | 151.12%-130.3pp | 302.99%-282.2pp |
| Employer contribution / active EE | $664 | $5,707-88.4% | $5,011-86.7% | $4,763-86.1% |
| Participant deferral / active EE | $7,808 | $5,955+31.1% | $5,202+50.1% | $5,983+30.5% |
| Admin fee / account holder | $14 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |