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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 | $12,048 | $65,985-81.7% | - | $152,885-92.1% |
| Participation rate | 0.0% | 72.3%-72.3pp | - | 82.5%-82.5pp |
| Annual return | 0.00% | 27.82%-27.8pp | - | 345.39%-345.4pp |
| Employer contribution / active EE | $5,547 | $2,766+100.5% | - | $4,763+16.5% |
| Participant deferral / active EE | $5,737 | $4,125+39.1% | - | $5,851-1.9% |
| Admin fee / account holder | $23 | $4,647-99.5% | - | $11,598-99.8% |