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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 | $127,790-100.0% | $106,555-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | 12.58% | 33.88%-21.3pp | 26.80%-14.2pp | 478.82%-466.2pp |
| Employer contribution / active EE | $5,830 | $3,428+70.1% | $2,819+106.8% | $4,839+20.5% |
| Participant deferral / active EE | $5,884 | $5,088+15.6% | $4,399+33.8% | $6,342-7.2% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |