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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 | $82,674-100.0% | $125,381-100.0% | $68,486-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.31%-589.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,263 | $3,382-62.7% | $4,815-73.8% | $2,597-51.4% |
| Participant deferral / active EE | $1,254 | $6,111-79.5% | $7,448-83.2% | $4,028-68.9% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |