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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 | $106,749-100.0% | $145,433-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 16.65% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,103 | $3,444-38.9% | $4,554-53.8% | $2,551-17.6% |
| Participant deferral / active EE | $4,831 | $6,519-25.9% | $7,897-38.8% | $4,139+16.7% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |