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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 | $141,907 | $160,028-11.3% | $147,080-3.5% | $145,884-2.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 155.31% | 98.60%+56.7pp | 420.17%-264.9pp | 551.85%-396.5pp |
| Employer contribution / active EE | $636 | $5,286-88.0% | $4,933-87.1% | $4,662-86.4% |
| Participant deferral / active EE | $3,182 | $8,422-62.2% | $8,066-60.6% | $6,690-52.4% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |