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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 | $128,649 | $129,737-0.8% | $119,126+8.0% | $154,746-16.9% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 15.58% | 379.08%-363.5pp | 282.11%-266.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $599 | $4,375-86.3% | $4,034-85.1% | $4,379-86.3% |
| Participant deferral / active EE | $4,812 | $5,842-17.6% | $5,318-9.5% | $6,730-28.5% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |