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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 | $163,053 | $183,988-11.4% | $162,177+0.5% | $152,897+6.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 21.48% | 150.79%-129.3pp | 115.60%-94.1pp | 345.43%-323.9pp |
| Employer contribution / active EE | $550 | $6,370-91.4% | $5,613-90.2% | $4,764-88.5% |
| Participant deferral / active EE | $5,104 | $8,032-36.5% | $7,297-30.0% | $5,851-12.8% |
| Admin fee / account holder | $114 | $13,123-99.1% | $10,843-98.9% | $11,599-99.0% |