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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 | $149,741-100.0% | $118,914-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 75.4%-75.4pp | 82.0%-82.0pp |
| Annual return | 10.68% | 19.94%-9.3pp | 35.89%-25.2pp | 302.99%-292.3pp |
| Employer contribution / active EE | $7,015 | $4,119+70.3% | $3,264+114.9% | $4,763+47.3% |
| Participant deferral / active EE | $1,060 | $5,226-79.7% | $4,266-75.1% | $5,983-82.3% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |