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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 | $165,399-100.0% | $149,745-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 8.75% | 348.34%-339.6pp | 276.72%-268.0pp | 302.99%-294.2pp |
| Employer contribution / active EE | $1,233 | $5,105-75.9% | $4,646-73.5% | $4,763-74.1% |
| Participant deferral / active EE | $1,342 | $7,183-81.3% | $6,843-80.4% | $5,983-77.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |