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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 | $98,776-100.0% | $149,745-100.0% | $79,856-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.5%-82.5pp | 69.6%-69.6pp |
| Annual return | 15.41% | 27.38%-12.0pp | 276.72%-261.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,837 | $3,217+19.3% | $4,646-17.4% | $2,471+55.3% |
| Participant deferral / active EE | $2,607 | $5,681-54.1% | $6,843-61.9% | $3,741-30.3% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |