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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 | $226,461 | $154,159+46.9% | $130,026+74.2% | $139,456+62.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 14.69% | 32.50%-17.8pp | -137.26%+151.9pp | 373.45%-358.8pp |
| Employer contribution / active EE | $636 | $5,292-88.0% | $4,321-85.3% | $4,753-86.6% |
| Participant deferral / active EE | $5,015 | $6,710-25.3% | $5,821-13.8% | $6,711-25.3% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |