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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 | $77,638-100.0% | $156,551-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 428.37% | 50.33%+378.0pp | 32.23%+396.1pp | 20.14%+408.2pp |
| Employer contribution / active EE | $5,959 | $3,444+73.0% | $5,501+8.3% | $2,281+161.3% |
| Participant deferral / active EE | $2,079 | $3,046-31.7% | $4,871-57.3% | $3,203-35.1% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |