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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 | $152,735 | $129,737+17.7% | $119,126+28.2% | $154,746-1.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 19.98% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $467 | $4,375-89.3% | $4,034-88.4% | $4,379-89.3% |
| Participant deferral / active EE | $7,675 | $5,842+31.4% | $5,318+44.3% | $6,730+14.0% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |