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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 | $58,391-100.0% | $76,657-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 67.4%-67.4pp | 72.1%-72.1pp | 69.5%-69.5pp |
| Annual return | 26.09% | 2306.65%-2280.6pp | 1166.74%-1140.6pp | 81.01%-54.9pp |
| Employer contribution / active EE | $3,456 | $1,787+93.4% | $2,303+50.1% | $2,440+41.6% |
| Participant deferral / active EE | $1,481 | $2,690-45.0% | $3,335-55.6% | $3,608-59.0% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |