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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 | $140,588-100.0% | $123,104-100.0% | $125,392-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 86.8%-86.8pp | 83.2%-83.2pp |
| Annual return | 0.44% | 16.80%-16.4pp | 13.22%-12.8pp | 282.23%-281.8pp |
| Employer contribution / active EE | $6,297 | $6,041+4.2% | $5,151+22.2% | $4,866+29.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |