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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 | $180,405 | $176,120+2.4% | $159,487+13.1% | $167,553+7.7% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 17.50% | 331.95%-314.4pp | 263.71%-246.2pp | 478.89%-461.4pp |
| Employer contribution / active EE | $200 | $5,299-96.2% | $4,831-95.9% | $4,840-95.9% |
| Participant deferral / active EE | $4,677 | $7,752-39.7% | $7,354-36.4% | $6,343-26.3% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |