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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 | $152,612-100.0% | $125,192-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.5%-82.5pp |
| Annual return | 16.87% | 54.85%-38.0pp | 43.79%-26.9pp | 345.43%-328.6pp |
| Employer contribution / active EE | $1,409 | $4,947-71.5% | $3,866-63.6% | $4,764-70.4% |
| Participant deferral / active EE | $3,257 | $5,868-44.5% | $4,937-34.0% | $5,851-44.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |