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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $0 | $103,038-100.0% | $90,324-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 18.22% | 95.25%-77.0pp | 78.15%-59.9pp | 345.46%-327.2pp |
| Employer contribution / active EE | $3,111 | $3,141-0.9% | $2,856+8.9% | $4,764-34.7% |
| Participant deferral / active EE | $386 | $4,282-91.0% | $3,885-90.1% | $5,851-93.4% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |