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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 | $137,909 | $150,447-8.3% | $136,298+1.2% | $147,586-6.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 18.58% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $620 | $5,256-88.2% | $4,696-86.8% | $4,876-87.3% |
| Participant deferral / active EE | $6,785 | $6,631+2.3% | $6,247+8.6% | $5,439+24.7% |
| Admin fee / account holder | $63 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |