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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 | $176,786-100.0% | $146,643-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 14.65% | 24.04%-9.4pp | 22.75%-8.1pp | 478.82%-464.2pp |
| Employer contribution / active EE | $3,899 | $5,161-24.5% | $4,137-5.8% | $4,839-19.4% |
| Participant deferral / active EE | $13,125 | $6,440+103.8% | $5,506+138.4% | $6,342+106.9% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |