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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 | $170,667 | $176,077-3.1% | $159,455+7.0% | $167,518+1.9% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 11.06% | 331.83%-320.8pp | 263.63%-252.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $150 | $5,298-97.2% | $4,830-96.9% | $4,838-96.9% |
| Participant deferral / active EE | $3,250 | $7,751-58.1% | $7,353-55.8% | $6,342-48.8% |
| Admin fee / account holder | $60 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |