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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 | $115,866-100.0% | $65,328-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 67.8%-67.8pp | 64.9%-64.9pp | 80.3%-80.3pp |
| Annual return | 10.29% | 31.21%-20.9pp | 47.39%-37.1pp | 373.45%-363.2pp |
| Employer contribution / active EE | $2,422 | $2,600-6.8% | $1,692+43.1% | $4,753-49.0% |
| Participant deferral / active EE | $6,271 | $4,242+47.8% | $2,832+121.5% | $6,711-6.6% |
| Admin fee / account holder | $0 | $6,705-100.0% | $4,116-100.0% | $11,407-100.0% |