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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 | $124,330-100.0% | $109,173-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 14.96% | 26.04%-11.1pp | 25.75%-10.8pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,685 | $4,209-60.0% | $3,723-54.7% | $4,839-65.2% |
| Participant deferral / active EE | $4,638 | $5,256-11.8% | $4,654-0.3% | $6,342-26.9% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |