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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 | $206,275 | $114,119+80.8% | $107,187+92.4% | $138,895+48.5% |
| Participation rate | 6.3% | 78.1%-71.8pp | 75.0%-68.8pp | 79.9%-73.7pp |
| Annual return | 13.48% | 273.21%-259.7pp | 204.55%-191.1pp | 145.39%-131.9pp |
| Employer contribution / active EE | $123 | $4,059-97.0% | $3,782-96.8% | $4,194-97.1% |
| Participant deferral / active EE | $1,531 | $5,538-72.3% | $5,096-70.0% | $6,396-76.1% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |