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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 | $110,830-100.0% | $86,625-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 71.6%-71.6pp | 82.1%-82.1pp |
| Annual return | 16.97% | 116.99%-100.0pp | 63.52%-46.6pp | 478.89%-461.9pp |
| Employer contribution / active EE | $2,374 | $3,245-26.9% | $2,496-4.9% | $4,840-51.0% |
| Participant deferral / active EE | $3,055 | $4,548-32.8% | $3,700-17.4% | $6,343-51.8% |
| Admin fee / account holder | $0 | $8,420-100.0% | $5,830-100.0% | $12,316-100.0% |