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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 | $463,922-100.0% | $463,922-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.6%-17.6pp | 46.4%-46.4pp |
| Annual return | -6.88% | 102.70%-109.6pp | 60.62%-67.5pp | -82.67%+75.8pp |
| Employer contribution / active EE | $150,000 | $92,270+62.6% | $61,657+143.3% | $43,771+242.7% |
| Participant deferral / active EE | $0 | $356-100.0% | $288-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $23-100.0% | $23-100.0% | $11,204-100.0% |