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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 | $114,130-100.0% | $96,192-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 12.12% | 190.07%-177.9pp | 192.09%-180.0pp | 478.89%-466.8pp |
| Employer contribution / active EE | $27,134 | $3,431+690.9% | $2,799+869.3% | $4,840+460.7% |
| Participant deferral / active EE | $17,333 | $5,198+233.5% | $4,351+298.4% | $6,343+173.3% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |