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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 | $209,422-100.0% | $178,503-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 30.31% | 188.81%-158.5pp | 151.12%-120.8pp | 302.99%-272.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $22,000 | $5,955+269.4% | $5,202+322.9% | $5,983+267.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |