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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 | $198,462-100.0% | $170,439-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 10.18% | 257.30%-247.1pp | 205.94%-195.8pp | 578.58%-568.4pp |
| Employer contribution / active EE | $10,331 | $6,184+67.1% | $5,433+90.2% | $4,876+111.9% |
| Participant deferral / active EE | $1,000 | $5,629-82.2% | $4,939-79.8% | $5,439-81.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |