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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 | $211,651 | $160,028+32.3% | $147,080+43.9% | $145,884+45.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.00% | 98.60%-79.6pp | 420.17%-401.2pp | 551.85%-532.8pp |
| Employer contribution / active EE | $883 | $5,286-83.3% | $4,933-82.1% | $4,662-81.1% |
| Participant deferral / active EE | $7,547 | $8,422-10.4% | $8,066-6.4% | $6,690+12.8% |
| Admin fee / account holder | $40 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |