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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 | $56,054-100.0% | $171,082-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 76.7%-76.7pp | 69.3%-69.3pp |
| Annual return | 10.46% | 22.52%-12.1pp | 32.56%-22.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,682 | $1,731-2.8% | $4,002-58.0% | $2,281-26.2% |
| Participant deferral / active EE | $4,774 | $3,158+51.2% | $4,797-0.5% | $3,203+49.1% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |