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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 | $204,213 | $202,342+0.9% | $172,752+18.2% | $152,897+33.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 30.49% | 1029.83%-999.3pp | 802.97%-772.5pp | 345.43%-314.9pp |
| Employer contribution / active EE | $1,067 | $5,858-81.8% | $5,144-79.3% | $4,764-77.6% |
| Participant deferral / active EE | $13,100 | $5,948+120.2% | $5,198+152.0% | $5,851+123.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |