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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 | $91,037-100.0% | $71,671-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 76.1%-76.1pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 12.99% | 20.48%-7.5pp | 20.65%-7.7pp | 578.58%-565.6pp |
| Employer contribution / active EE | $4,641 | $3,327+39.5% | $2,460+88.7% | $4,876-4.8% |
| Participant deferral / active EE | $4,836 | $4,498+7.5% | $3,438+40.7% | $5,439-11.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |