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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 | $159,978+32.3% | $147,041+43.9% | $145,978+45.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.00% | 98.36%-79.4pp | 419.21%-400.2pp | 550.52%-531.5pp |
| Employer contribution / active EE | $883 | $5,288-83.3% | $4,935-82.1% | $4,662-81.1% |
| Participant deferral / active EE | $7,547 | $8,429-10.5% | $8,071-6.5% | $6,690+12.8% |
| Admin fee / account holder | $40 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |