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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 | $155,833-100.0% | $124,693-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 74.6%-74.6pp | 82.1%-82.1pp |
| Annual return | 10.82% | 17.98%-7.2pp | 5144.19%-5133.4pp | 478.82%-468.0pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $342 | $5,675-94.0% | $4,615-92.6% | $6,342-94.6% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |