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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 | $112,935-100.0% | $90,970-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 16.59% | 215.79%-199.2pp | 134.58%-118.0pp | 302.95%-286.4pp |
| Employer contribution / active EE | $3,286 | $2,895+13.5% | $2,122+54.8% | $4,762-31.0% |
| Participant deferral / active EE | $8,021 | $4,129+94.3% | $3,373+137.8% | $5,983+34.1% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |