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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 | $54,541-100.0% | $78,778-100.0% | $70,124-100.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 69.2%-69.2pp | 69.5%-69.5pp |
| Annual return | 16.01% | 21.07%-5.1pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $731 | $1,089-32.8% | $1,986-63.2% | $2,342-68.8% |
| Participant deferral / active EE | $175 | $2,210-92.1% | $2,958-94.1% | $3,332-94.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |