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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 | $185,468 | $176,105+5.3% | $159,474+16.3% | $167,536+10.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.44% | 331.91%-314.5pp | 263.68%-246.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $600 | $5,299-88.7% | $4,831-87.6% | $4,839-87.6% |
| Participant deferral / active EE | $9,750 | $7,751+25.8% | $7,353+32.6% | $6,342+53.7% |
| Admin fee / account holder | $60 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |