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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 | $78,015-100.0% | $178,505-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | 67.7%-67.7pp |
| Annual return | 15.88% | 18.10%-2.2pp | 27.16%-11.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,467 | $2,281-35.7% | $3,955-62.9% | $2,757-46.8% |
| Participant deferral / active EE | $2,610 | $4,406-40.8% | $6,280-58.4% | $4,300-39.3% |
| Admin fee / account holder | $0 | $7,160-100.0% | $10,428-100.0% | $6,925-100.0% |