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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 | $202,342-100.0% | $172,752-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 4.18% | 1029.83%-1025.6pp | 802.97%-798.8pp | 345.43%-341.3pp |
| Employer contribution / active EE | $3,568 | $5,858-39.1% | $5,144-30.6% | $4,764-25.1% |
| Participant deferral / active EE | $14,250 | $5,948+139.6% | $5,198+174.2% | $5,851+143.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |