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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 | $49,177-100.0% | $79,467-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.6%-69.6pp |
| Annual return | -1.29% | -1.16%-0.1pp | 718.30%-719.6pp | 7.63%-8.9pp |
| Employer contribution / active EE | $2,599 | $2,076+25.2% | $2,800-7.2% | $2,381+9.2% |
| Participant deferral / active EE | $2,792 | $2,821-1.1% | $3,704-24.6% | $3,470-19.5% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |