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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 | $117,895-100.0% | $102,460-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 18.23% | 31.92%-13.7pp | 29.47%-11.2pp | 552.29%-534.1pp |
| Employer contribution / active EE | $1,667 | $3,619-53.9% | $3,025-44.9% | $4,663-64.3% |
| Participant deferral / active EE | $3,483 | $5,736-39.3% | $5,056-31.1% | $6,689-47.9% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |