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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 | $91,198-100.0% | $178,503-100.0% | $79,856-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 14.09% | 24.20%-10.1pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,054 | $3,237-67.4% | $5,202-79.7% | $3,741-71.8% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |