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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 | $0 | $156,616-100.0% | $133,346-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 72.8%-72.8pp | 82.4%-82.4pp |
| Annual return | 15.55% | 44.25%-28.7pp | 36.85%-21.3pp | 202.70%-187.2pp |
| Employer contribution / active EE | $757 | $3,368-77.5% | $2,853-73.5% | $5,055-85.0% |
| Participant deferral / active EE | $6,864 | $4,920+39.5% | $4,332+58.4% | $6,977-1.6% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |