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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 | $212,595 | $160,070+32.8% | $147,117+44.5% | $145,897+45.7% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 10.23% | 98.69%-88.5pp | 420.54%-410.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $400 | $5,285-92.4% | $4,932-91.9% | $4,663-91.4% |
| Participant deferral / active EE | $3,975 | $8,419-52.8% | $8,065-50.7% | $6,689-40.6% |
| Admin fee / account holder | $19 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |