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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 | $102,393-100.0% | $147,041-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 12.09% | 134.95%-122.9pp | 419.21%-407.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,978 | $3,715-46.8% | $4,935-59.9% | $2,756-28.2% |
| Participant deferral / active EE | $3,942 | $6,647-40.7% | $8,071-51.2% | $4,297-8.3% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |