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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 | $210,498 | $175,257+20.1% | $149,717+40.6% | $139,456+50.9% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 16.48% | 166.70%-150.2pp | 134.41%-117.9pp | 373.45%-357.0pp |
| Employer contribution / active EE | $958 | $5,477-82.5% | $4,820-80.1% | $4,753-79.8% |
| Participant deferral / active EE | $8,175 | $6,521+25.4% | $5,682+43.9% | $6,711+21.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |