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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 | $137,219 | $150,447-8.8% | $136,298+0.7% | $147,586-7.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 520.02% | 1049.15%-529.1pp | 5156.27%-4636.2pp | 578.59%-58.6pp |
| Employer contribution / active EE | $360 | $5,256-93.2% | $4,696-92.3% | $4,876-92.6% |
| Participant deferral / active EE | $9,000 | $6,631+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $215 | $10,906-98.0% | $9,244-97.7% | $10,886-98.0% |