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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 | $377,755-100.0% | $377,755-100.0% | $479,618-100.0% |
| Participation rate | 0.0% | 91.5%-91.5pp | 88.0%-88.0pp | 89.3%-89.3pp |
| Annual return | 0.96% | -22.74%+23.7pp | 308.27%-307.3pp | 101.32%-100.4pp |
| Employer contribution / active EE | $3,667 | $19,764-81.4% | $19,764-81.4% | $22,484-83.7% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $2,885-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $8,486-100.0% | $8,486-100.0% | $12,520-100.0% |