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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 | $56,197-100.0% | $67,652-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 75.7%-75.7pp | 68.7%-68.7pp |
| Annual return | 6.09% | 18508.10%-18502.0pp | 6625.40%-6619.3pp | 2041.45%-2035.4pp |
| Employer contribution / active EE | $687 | $1,615-57.4% | $2,266-69.7% | $2,203-68.8% |
| Participant deferral / active EE | $2,755 | $2,844-3.1% | $3,560-22.6% | $3,192-13.7% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |