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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 | $113,847 | $90,691+25.5% | $76,119+49.6% | $145,884-22.0% |
| Participation rate | 22.2% | 74.5%-52.2pp | 69.1%-46.9pp | 80.3%-58.1pp |
| Annual return | 11.42% | 624.52%-613.1pp | 361.25%-349.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $211 | $3,329-93.7% | $2,693-92.2% | $4,662-95.5% |
| Participant deferral / active EE | $1,683 | $5,167-67.4% | $4,259-60.5% | $6,690-74.8% |
| Admin fee / account holder | $63 | $8,383-99.3% | $6,421-99.0% | $13,392-99.5% |