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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 | $239,956 | $150,435+59.5% | $120,580+99.0% | $145,897+64.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 9.16% | 154.60%-145.4pp | 107.48%-98.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $150 | $4,352-96.6% | $3,469-95.7% | $4,663-96.8% |
| Participant deferral / active EE | $3,750 | $6,174-39.3% | $4,995-24.9% | $6,689-43.9% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |