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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 | $143,407 | $129,737+10.5% | $119,126+20.4% | $154,746-7.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 18.66% | 379.08%-360.4pp | 282.11%-263.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $828 | $4,375-81.1% | $4,034-79.5% | $4,379-81.1% |
| Participant deferral / active EE | $5,935 | $5,842+1.6% | $5,318+11.6% | $6,730-11.8% |
| Admin fee / account holder | $1 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |