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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 | $165,381-100.0% | $149,730-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 15.47% | 348.29%-332.8pp | 276.70%-261.2pp | 302.95%-287.5pp |
| Employer contribution / active EE | $4,321 | $5,104-15.4% | $4,645-7.0% | $4,762-9.3% |
| Participant deferral / active EE | $6,753 | $7,182-6.0% | $6,843-1.3% | $5,983+12.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |