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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 | $128,782 | $117,846+9.3% | $102,434+25.7% | $145,884-11.7% |
| Participation rate | 26.1% | 78.6%-52.5pp | 76.5%-50.4pp | 80.3%-54.2pp |
| Annual return | 174.12% | 31.90%+142.2pp | 29.46%+144.7pp | 551.85%-377.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,815 | $5,733-50.9% | $5,055-44.3% | $6,690-57.9% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |