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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 | $241,103 | $168,635+43.0% | $147,617+63.3% | $125,389+92.3% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -0.55% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,200 | $6,252-80.8% | $5,564-78.4% | $4,866-75.3% |
| Participant deferral / active EE | $7,240 | $5,507+31.5% | $4,895+47.9% | $5,352+35.3% |
| Admin fee / account holder | $30 | $13,580-99.8% | $11,612-99.7% | $9,541-99.7% |