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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 | $76,551-100.0% | $123,894-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 73.0%-73.0pp | 81.4%-81.4pp | 69.3%-69.3pp |
| Annual return | 8.83% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $6,974 | $2,882+142.0% | $4,617+51.1% | $2,281+205.8% |
| Participant deferral / active EE | $11,355 | $4,840+134.6% | $5,984+89.7% | $3,203+254.5% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |