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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 | $85,790-100.0% | $67,313-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -5.70% | -0.54%-5.2pp | -4.08%-1.6pp | 519.77%-525.5pp |
| Employer contribution / active EE | $5,162 | $3,487+48.0% | $2,566+101.2% | $4,779+8.0% |
| Participant deferral / active EE | $5,293 | $4,651+13.8% | $3,568+48.3% | $5,609-5.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,829-100.0% |