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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 | $173,397-100.0% | $135,987-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 14.27% | 1165.22%-1150.9pp | 579.77%-565.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $7,810 | $5,281+47.9% | $4,214+85.3% | $4,662+67.5% |
| Participant deferral / active EE | $7,188 | $8,710-17.5% | $7,027+2.3% | $6,690+7.4% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,400-100.0% |