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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 | $59,804-100.0% | $81,982-100.0% | $79,856-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.3%-69.3pp | 69.6%-69.6pp |
| Annual return | 28.77% | 17.56%+11.2pp | 41.31%-12.5pp | 31.71%-2.9pp |
| Employer contribution / active EE | $792 | $1,713-53.8% | $2,498-68.3% | $2,471-68.0% |
| Participant deferral / active EE | $1,656 | $2,695-38.6% | $3,722-55.5% | $3,741-55.7% |
| Admin fee / account holder | $0 | $4,288-100.0% | $5,665-100.0% | $5,306-100.0% |