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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 | $125,797-100.0% | $170,043-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.0%-87.0pp | 67.2%-67.2pp |
| Annual return | 20.08% | 27.20%-7.1pp | 53.40%-33.3pp | 160.72%-140.6pp |
| Employer contribution / active EE | $8,311 | $4,616+80.0% | $6,790+22.4% | $2,671+211.2% |
| Participant deferral / active EE | $16,631 | $6,838+143.2% | $10,410+59.8% | $4,126+303.1% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,824-100.0% | $5,651-100.0% |