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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 | $96,419-100.0% | $80,648-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 14.28% | 1352.86%-1338.6pp | 937.21%-922.9pp | 373.84%-359.6pp |
| Employer contribution / active EE | $25,475 | $3,261+681.1% | $2,724+835.4% | $4,755+435.8% |
| Participant deferral / active EE | $15,313 | $5,225+193.0% | $4,443+244.6% | $6,713+128.1% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |