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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 | $176,071+2.5% | $159,450+13.1% | $167,497+7.7% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 17.50% | 331.79%-314.3pp | 263.60%-246.1pp | 478.62%-461.1pp |
| Employer contribution / active EE | $200 | $5,298-96.2% | $4,830-95.9% | $4,838-95.9% |
| Participant deferral / active EE | $4,677 | $7,750-39.6% | $7,352-36.4% | $6,341-26.2% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |