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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 | $185,312-100.0% | $161,489-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 23.61% | 103.84%-80.2pp | 89.72%-66.1pp | 172.34%-148.7pp |
| Employer contribution / active EE | $211 | $4,769-95.6% | $4,268-95.0% | $4,379-95.2% |
| Participant deferral / active EE | $3,107 | $6,350-51.1% | $5,630-44.8% | $6,730-53.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |