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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 | $154,678 | $144,130+7.3% | $117,861+31.2% | $147,586+4.8% |
| Participation rate | 29.4% | 83.4%-54.0pp | 79.7%-50.3pp | 82.8%-53.4pp |
| Annual return | 547.19% | 531.20%+16.0pp | 335.11%+212.1pp | 578.59%-31.4pp |
| Employer contribution / active EE | $857 | $4,897-82.5% | $3,786-77.4% | $4,876-82.4% |
| Participant deferral / active EE | $4,083 | $5,316-23.2% | $4,482-8.9% | $5,439-24.9% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |