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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 | $211,946 | $107,363+97.4% | $92,909+128.1% | $152,897+38.6% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | 14.95% | 145.63%-130.7pp | 109.44%-94.5pp | 345.43%-330.5pp |
| Employer contribution / active EE | $571 | $4,222-86.5% | $3,653-84.4% | $4,764-88.0% |
| Participant deferral / active EE | $3,500 | $4,848-27.8% | $4,238-17.4% | $5,851-40.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |