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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 | $157,433-100.0% | $157,433-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 16.7%-16.7pp | 47.4%-47.4pp |
| Annual return | 7.97% | 7.77%+0.2pp | 10.27%-2.3pp | 12.16%-4.2pp |
| Employer contribution / active EE | $25,789 | $24,772+4.1% | $19,104+35.0% | $44,747-42.4% |
| Participant deferral / active EE | $0 | $0 | $15-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $12,160-100.0% | $12,160-100.0% | $17,640-100.0% |