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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 | $157,304-100.0% | $141,197-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 22.37% | 64.34%-42.0pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $3,860 | $5,263-26.7% | $4,736-18.5% | $4,764-19.0% |
| Participant deferral / active EE | $18,913 | $7,111+166.0% | $6,710+181.8% | $5,851+223.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |