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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 | $59,834-100.0% | $79,576-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | -16.09% | -12.30%-3.8pp | 0.15%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,711 | $1,505+13.7% | $2,413-29.1% | $2,596-34.1% |
| Participant deferral / active EE | $5,213 | $3,024+72.4% | $3,985+30.8% | $4,028+29.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,834-100.0% | $5,403-100.0% |