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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 | $205,982 | $157,296+31.0% | $141,191+45.9% | $152,897+34.7% |
| Participation rate | 10.0% | 84.8%-74.8pp | 82.5%-72.5pp | 82.5%-72.5pp |
| Annual return | 25.67% | 64.34%-38.7pp | 71.41%-45.7pp | 345.43%-319.8pp |
| Employer contribution / active EE | $326 | $5,262-93.8% | $4,736-93.1% | $4,764-93.2% |
| Participant deferral / active EE | $2,500 | $7,111-64.8% | $6,710-62.7% | $5,851-57.3% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |