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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 | $81,262-100.0% | $155,602-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 17.76% | 33.34%-15.6pp | 64.81%-47.1pp | 35.63%-17.9pp |
| Employer contribution / active EE | $2,504 | $3,102-19.3% | $4,675-46.4% | $2,756-9.1% |
| Participant deferral / active EE | $6,154 | $3,451+78.3% | $5,629+9.3% | $4,297+43.2% |
| Admin fee / account holder | $0 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |