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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 | $105,198-100.0% | $159,455-100.0% | $85,856-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 14.40% | 45.08%-30.7pp | 263.63%-249.2pp | 318.58%-304.2pp |
| Employer contribution / active EE | $2,865 | $3,319-13.7% | $4,830-40.7% | $2,565+11.7% |
| Participant deferral / active EE | $4,297 | $5,946-27.7% | $7,353-41.6% | $3,952+8.7% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,800-100.0% | $6,261-100.0% |