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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 | $73,787-100.0% | $98,716-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 61.4%-61.4pp | 69.3%-69.3pp | 68.1%-68.1pp |
| Annual return | 17.31% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,606 | $1,511+72.4% | $2,279+14.4% | $2,551+2.2% |
| Participant deferral / active EE | $5,949 | $3,081+93.1% | $4,048+47.0% | $4,139+43.7% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |