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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 | $189,308 | $171,492+10.4% | $150,734+25.6% | $198,609-4.7% |
| Participation rate | 36.4% | 81.4%-45.1pp | 78.4%-42.1pp | 82.4%-46.0pp |
| Annual return | 19.70% | 804.70%-785.0pp | 600.81%-581.1pp | 202.70%-183.0pp |
| Employer contribution / active EE | $1,337 | $5,470-75.6% | $4,918-72.8% | $5,055-73.5% |
| Participant deferral / active EE | $2,739 | $6,259-56.2% | $5,610-51.2% | $6,977-60.7% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |