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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 | $108,479 | $90,691+19.6% | $76,119+42.5% | $145,884-25.6% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 10.73% | 624.52%-613.8pp | 361.25%-350.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $404 | $3,329-87.9% | $2,693-85.0% | $4,662-91.3% |
| Participant deferral / active EE | $1,300 | $5,167-74.8% | $4,259-69.5% | $6,690-80.6% |
| Admin fee / account holder | $20 | $8,383-99.8% | $6,421-99.7% | $13,392-99.9% |