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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 | $239,614 | $106,008+126.0% | $92,240+159.8% | $147,586+62.4% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.5%-46.5pp | 82.8%-52.8pp |
| Annual return | 20.57% | 50.05%-29.5pp | 176.29%-155.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $658 | $4,333-84.8% | $3,680-82.1% | $4,876-86.5% |
| Participant deferral / active EE | $3,999 | $4,478-10.7% | $3,897+2.6% | $5,439-26.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |