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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 | $205,433 | $134,817+52.4% | $123,973+65.7% | $155,188+32.4% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.7%-21.1pp | 80.8%-25.2pp |
| Annual return | 18.84% | 515.49%-496.6pp | 388.13%-369.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,237 | $5,706-60.8% | $5,247-57.4% | $6,531-65.7% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |