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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 | $90,606-100.0% | $79,466-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -1.49% | 977.69%-979.2pp | 718.28%-719.8pp | 519.79%-521.3pp |
| Employer contribution / active EE | $4,082 | $3,068+33.1% | $2,800+45.8% | $4,779-14.6% |
| Participant deferral / active EE | $4,906 | $4,050+21.1% | $3,704+32.5% | $5,609-12.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |