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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 | $60,128-100.0% | $90,440-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 18.44% | 71.95%-53.5pp | 1294.38%-1275.9pp | 31.72%-13.3pp |
| Employer contribution / active EE | $1,491 | $2,068-27.9% | $3,263-54.3% | $2,471-39.7% |
| Participant deferral / active EE | $2,827 | $2,939-3.8% | $3,964-28.7% | $3,740-24.4% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |