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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 | $148,623-100.0% | $135,974-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 23.20% | 79.30%-56.1pp | 68.30%-45.1pp | 373.66%-350.5pp |
| Employer contribution / active EE | $5,729 | $5,246+9.2% | $4,859+17.9% | $4,754+20.5% |
| Participant deferral / active EE | $7,560 | $8,103-6.7% | $7,760-2.6% | $6,712+12.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |