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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 | $230,246 | $209,425+9.9% | $178,499+29.0% | $158,966+44.8% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 10.30% | 188.80%-178.5pp | 151.10%-140.8pp | 302.95%-292.6pp |
| Employer contribution / active EE | $479 | $5,707-91.6% | $5,011-90.4% | $4,762-89.9% |
| Participant deferral / active EE | $8,625 | $5,955+44.8% | $5,202+65.8% | $5,983+44.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |