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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 | $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 | 130.85% | 27.43%+103.4pp | 276.70%-145.9pp | 31.72%+99.1pp |
| Employer contribution / active EE | $16 | $3,217-99.5% | $4,645-99.6% | $2,471-99.3% |
| Participant deferral / active EE | $7,016 | $5,681+23.5% | $6,843+2.5% | $3,740+87.6% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |