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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 | $102,422-100.0% | $147,117-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 12.09% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,978 | $3,717-46.8% | $4,932-59.9% | $2,757-28.3% |
| Participant deferral / active EE | $3,942 | $6,652-40.7% | $8,065-51.1% | $4,300-8.3% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |