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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 | $227,249 | $209,422+8.5% | $178,503+27.3% | $158,982+42.9% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 16.77% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $505 | $5,707-91.1% | $5,011-89.9% | $4,763-89.4% |
| Participant deferral / active EE | $2,434 | $5,955-59.1% | $5,202-53.2% | $5,983-59.3% |
| Admin fee / account holder | $16 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |