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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 | $111,785-100.0% | $93,669-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 16.80% | 203.79%-187.0pp | 133.59%-116.8pp | 551.28%-534.5pp |
| Employer contribution / active EE | $20,171 | $3,096+551.5% | $2,424+732.3% | $4,663+332.6% |
| Participant deferral / active EE | $26,020 | $4,919+429.0% | $4,416+489.3% | $6,691+288.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |