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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 | $115,796-100.0% | $101,264-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 14.75% | 56.15%-41.4pp | 46.48%-31.7pp | 302.91%-288.2pp |
| Employer contribution / active EE | $29,253 | $4,175+600.6% | $3,660+699.3% | $4,762+514.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |