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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 | $96,558-100.0% | $80,977-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | 9.00% | 15.14%-6.1pp | 17.11%-8.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $11,882 | $4,869+144.0% | $3,715+219.9% | $4,869+144.1% |
| Participant deferral / active EE | $16,000 | $6,598+142.5% | $5,696+180.9% | $5,287+202.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |