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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,009-100.0% | $86,581-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 13.41% | 1312.70%-1299.3pp | 965.06%-951.6pp | 578.58%-565.2pp |
| Employer contribution / active EE | $4,304 | $3,132+37.4% | $2,840+51.6% | $4,876-11.7% |
| Participant deferral / active EE | $5,145 | $3,972+29.5% | $3,609+42.6% | $5,439-5.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |