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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 | $204,500 | $177,353+15.3% | $158,226+29.2% | $198,609+3.0% |
| Participation rate | 65.0% | 77.0%-12.0pp | 74.8%-9.8pp | 82.4%-17.4pp |
| Annual return | 14.56% | 599.50%-584.9pp | 501.41%-486.9pp | 202.70%-188.1pp |
| Employer contribution / active EE | $540 | $3,239-83.3% | $2,986-81.9% | $5,055-89.3% |
| Participant deferral / active EE | $4,759 | $4,615+3.1% | $4,317+10.2% | $6,977-31.8% |
| Admin fee / account holder | $79 | $10,960-99.3% | $10,217-99.2% | $19,030-99.6% |