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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 | $150,635 | $129,737+16.1% | $119,126+26.5% | $154,746-2.7% |
| Participation rate | 19.0% | 78.9%-59.8pp | 75.8%-56.7pp | 80.7%-61.7pp |
| Annual return | 17.62% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.7pp |
| Employer contribution / active EE | $776 | $4,375-82.3% | $4,034-80.8% | $4,379-82.3% |
| Participant deferral / active EE | $2,219 | $5,842-62.0% | $5,318-58.3% | $6,730-67.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |