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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 | $201,344-100.0% | $184,243-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 17.36% | 29.01%-11.6pp | 28.82%-11.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $64,729 | $7,022+821.7% | $6,427+907.2% | $4,663+1288.1% |
| Participant deferral / active EE | $9,982 | $9,807+1.8% | $9,132+9.3% | $6,691+49.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |