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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 | $56,063-100.0% | $76,051-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 62.0%-62.0pp | 69.1%-69.1pp | 67.6%-67.6pp |
| Annual return | 19.28% | 20.54%-1.3pp | 360.42%-341.1pp | 35.63%-16.3pp |
| Employer contribution / active EE | $3,374 | $1,874+80.0% | $2,690+25.4% | $2,756+22.4% |
| Participant deferral / active EE | $7,028 | $3,052+130.2% | $4,257+65.1% | $4,297+63.5% |
| Admin fee / account holder | $0 | $5,240-100.0% | $6,416-100.0% | $6,935-100.0% |