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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 | $78,690-100.0% | $161,489-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 14.10% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $452 | $2,588-82.5% | $4,268-89.4% | $2,596-82.6% |
| Participant deferral / active EE | $481 | $3,311-85.5% | $5,630-91.5% | $4,274-88.8% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |