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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 | $105,210-100.0% | $159,487-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 74.65% | 45.08%+29.6pp | 263.71%-189.1pp | 318.63%-244.0pp |
| Employer contribution / active EE | $1,541 | $3,319-53.6% | $4,831-68.1% | $2,565-39.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |