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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 | $91,559-100.0% | $133,971-100.0% | $79,852-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | 13.70% | 61.85%-48.2pp | 45.09%-31.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,170 | $2,384-50.9% | $3,919-70.1% | $2,471-52.7% |
| Participant deferral / active EE | $2,613 | $3,734-30.0% | $5,047-48.2% | $3,740-30.1% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,929-100.0% | $5,306-100.0% |