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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 | $217,432-100.0% | $185,849-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 13.24% | 148.42%-135.2pp | 122.10%-108.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,159 | $5,875-80.3% | $5,169-77.6% | $4,839-76.1% |
| Participant deferral / active EE | $5,326 | $6,357-16.2% | $5,569-4.4% | $6,342-16.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |