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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 | $141,855 | $134,817+5.2% | $123,973+14.4% | $155,188-8.6% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 32.30% | 515.49%-483.2pp | 388.13%-355.8pp | 148.84%-116.5pp |
| Employer contribution / active EE | $872 | $4,425-80.3% | $4,126-78.9% | $4,248-79.5% |
| Participant deferral / active EE | $7,667 | $5,706+34.4% | $5,247+46.1% | $6,531+17.4% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |