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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 | $186,737-100.0% | $186,737-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 38.0%-38.0pp | 31.3%-31.3pp | 45.9%-45.9pp |
| Annual return | 9.82% | 7.39%+2.4pp | 7.90%+1.9pp | 10.21%-0.4pp |
| Employer contribution / active EE | $44,444 | $46,520-4.5% | $41,695+6.6% | $42,272+5.1% |
| Participant deferral / active EE | $0 | $42-100.0% | $47-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $811-100.0% | $811-100.0% | $13,518-100.0% |