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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 | $89,370-100.0% | $141,197-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 23.06% | 111.88%-88.8pp | 71.41%-48.3pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,237 | $3,115-28.2% | $4,736-52.8% | $2,440-8.3% |
| Participant deferral / active EE | $3,130 | $5,419-42.2% | $6,710-53.4% | $3,608-13.2% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |