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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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% | $185,851-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $9,059 | $5,874+54.2% | $5,168+75.3% | $4,840+87.2% |
| Participant deferral / active EE | $15,783 | $6,357+148.3% | $5,569+183.4% | $6,343+148.8% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |