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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 | $90,400-100.0% | $186,193-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.1%-77.1pp | 68.9%-68.9pp |
| Annual return | 18.32% | 22.15%-3.8pp | 78.03%-59.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,448 | $2,170-33.3% | $3,918-63.0% | $2,596-44.2% |
| Participant deferral / active EE | $3,116 | $4,330-28.0% | $6,513-52.2% | $4,274-27.1% |
| Admin fee / account holder | $0 | $8,673-100.0% | $11,058-100.0% | $7,775-100.0% |