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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 | $267,499-100.0% | $202,856-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 21.4%-21.4pp | 35.7%-35.7pp |
| Annual return | 13.82% | 10.44%+3.4pp | 10.21%+3.6pp | 15.19%-1.4pp |
| Employer contribution / active EE | $42,500 | $39,006+9.0% | $37,040+14.7% | $34,877+21.9% |
| Participant deferral / active EE | $0 | $61-100.0% | $95-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,706-100.0% | $2,923-100.0% | $50,584-100.0% |