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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 | $95,975-100.0% | $74,552-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -5.22% | 56.96%-62.2pp | 32.53%-37.7pp | 519.77%-525.0pp |
| Employer contribution / active EE | $275 | $2,716-89.9% | $1,961-86.0% | $4,779-94.2% |
| Participant deferral / active EE | $1,785 | $3,844-53.5% | $3,108-42.6% | $5,609-68.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |