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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 | $138,102-100.0% | $125,381-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -8.49% | 750.73%-759.2pp | 572.31%-580.8pp | 418.27%-426.8pp |
| Employer contribution / active EE | $3,540 | $5,245-32.5% | $4,815-26.5% | $4,741-25.3% |
| Participant deferral / active EE | $4,079 | $7,801-47.7% | $7,448-45.2% | $6,401-36.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |