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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 | $116,360-100.0% | $65,566-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 67.8%-67.8pp | 64.9%-64.9pp | 80.3%-80.3pp |
| Annual return | 10.29% | 31.23%-20.9pp | 47.40%-37.1pp | 373.66%-363.4pp |
| Employer contribution / active EE | $2,422 | $2,600-6.8% | $1,692+43.2% | $4,754-49.1% |
| Participant deferral / active EE | $6,271 | $4,242+47.8% | $2,832+121.5% | $6,712-6.6% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,114-100.0% | $11,409-100.0% |