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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% | $125,363-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.15%-589.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,549 | $3,382+5.0% | $4,815-26.3% | $2,596+36.7% |
| Participant deferral / active EE | $1,312 | $6,111-78.5% | $7,447-82.4% | $4,028-67.4% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |