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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 | $56,060-100.0% | $76,002-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 62.0%-62.0pp | 69.1%-69.1pp | 67.6%-67.6pp |
| Annual return | 19.28% | 20.54%-1.3pp | 360.07%-340.8pp | 35.62%-16.3pp |
| Employer contribution / active EE | $3,374 | $1,873+80.1% | $2,688+25.5% | $2,756+22.4% |
| Participant deferral / active EE | $7,028 | $3,051+130.3% | $4,257+65.1% | $4,297+63.6% |
| Admin fee / account holder | $0 | $5,237-100.0% | $6,414-100.0% | $6,935-100.0% |