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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 | $98,766-100.0% | $149,730-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.5%-82.5pp | 69.6%-69.6pp |
| Annual return | 24.60% | 27.43%-2.8pp | 276.70%-252.1pp | 31.72%-7.1pp |
| Employer contribution / active EE | $956 | $3,217-70.3% | $4,645-79.4% | $2,471-61.3% |
| Participant deferral / active EE | $1,708 | $5,681-69.9% | $6,843-75.0% | $3,740-54.3% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |