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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $118,869-100.0% | $96,575-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | 10.60% | 50.49%-39.9pp | 37.79%-27.2pp | 478.71%-468.1pp |
| Employer contribution / active EE | $200 | $3,120-93.6% | $2,357-91.5% | $4,838-95.9% |
| Participant deferral / active EE | $1,733 | $4,616-62.4% | $3,849-55.0% | $6,342-72.7% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |