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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 | $117,170 | $198,457-41.0% | $170,435-31.3% | $147,586-20.6% |
| Participation rate | 15.4% | 88.0%-72.6pp | 83.6%-68.2pp | 82.8%-67.4pp |
| Annual return | 139.98% | 257.30%-117.3pp | 205.94%-66.0pp | 578.59%-438.6pp |
| Employer contribution / active EE | $221 | $6,183-96.4% | $5,432-95.9% | $4,876-95.5% |
| Participant deferral / active EE | $2,537 | $5,629-54.9% | $4,939-48.6% | $5,439-53.4% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |