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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 | $86,050-100.0% | $189,758-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 68.9%-68.9pp | 79.8%-79.8pp | 70.8%-70.8pp |
| Annual return | 14.10% | 17.77%-3.7pp | 52.62%-38.5pp | 17.84%-3.7pp |
| Employer contribution / active EE | $452 | $2,819-84.0% | $4,767-90.5% | $2,790-83.8% |
| Participant deferral / active EE | $481 | $3,349-85.6% | $5,856-91.8% | $4,249-88.7% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |