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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 | $81,749-100.0% | $58,544-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 12.60% | 7425.45%-7412.8pp | 4249.56%-4237.0pp | 373.45%-360.8pp |
| Employer contribution / active EE | $535 | $1,398-61.7% | $1,053-49.2% | $4,753-88.7% |
| Participant deferral / active EE | $5,968 | $2,555+133.6% | $1,923+210.4% | $6,711-11.1% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |