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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 | $76,368-100.0% | $67,681-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 10.19% | 1066.77%-1056.6pp | 590.58%-580.4pp | 172.34%-162.1pp |
| Employer contribution / active EE | $621 | $3,151-80.3% | $2,678-76.8% | $4,379-85.8% |
| Participant deferral / active EE | $1,241 | $4,824-74.3% | $3,976-68.8% | $6,730-81.6% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |