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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 | $67,602-100.0% | $82,312-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 17.43% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,918 | $1,755+9.3% | $2,428-21.0% | $2,343-18.1% |
| Participant deferral / active EE | $1,779 | $2,987-40.5% | $3,706-52.0% | $3,332-46.6% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |