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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 | $91,536-100.0% | $130,062-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 78.5%-78.5pp | 67.2%-67.2pp |
| Annual return | 21.42% | -631.62%+653.0pp | -137.37%+158.8pp | 160.75%-139.3pp |
| Employer contribution / active EE | $6,208 | $2,845+118.2% | $4,322+43.6% | $2,671+132.4% |
| Participant deferral / active EE | $1,314 | $4,343-69.7% | $5,821-77.4% | $4,126-68.2% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,601-100.0% | $5,651-100.0% |