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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 | $89,652-100.0% | $141,191-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.5%-82.5pp | 70.2%-70.2pp |
| Annual return | 35.18% | 32.79%+2.4pp | 71.41%-36.2pp | 29.38%+5.8pp |
| Employer contribution / active EE | $1,474 | $3,065-51.9% | $4,736-68.9% | $2,177-32.3% |
| Participant deferral / active EE | $3,682 | $5,691-35.3% | $6,710-45.1% | $3,514+4.8% |
| Admin fee / account holder | $0 | $569-100.0% | $10,264-100.0% | $847-100.0% |