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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 | $197,625-100.0% | $177,840-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 22.87% | 58.76%-35.9pp | 48.32%-25.5pp | 302.95%-280.1pp |
| Employer contribution / active EE | $14,049 | $6,698+109.8% | $5,919+137.4% | $4,762+195.0% |
| Participant deferral / active EE | $14,807 | $8,405+76.2% | $7,714+92.0% | $5,983+147.5% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |