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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 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | 9.92% | -3.41%+13.3pp | -3.29%+13.2pp | -82.67%+92.6pp |
| Employer contribution / active EE | $26,154 | $41,836-37.5% | $36,762-28.9% | $43,771-40.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |