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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 | $135,556 | $160,059-15.3% | $140,019-3.2% | $135,380+0.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 5.09% | 911.48%-906.4pp | 651.17%-646.1pp | 519.81%-514.7pp |
| Employer contribution / active EE | $667 | $6,420-89.6% | $5,605-88.1% | $4,779-86.0% |
| Participant deferral / active EE | $16,333 | $7,641+113.8% | $6,927+135.8% | $5,609+191.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |