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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 | $76,519-100.0% | $56,025-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 17.08% | 3017.03%-2999.9pp | 1712.69%-1695.6pp | 552.29%-535.2pp |
| Employer contribution / active EE | $548 | $1,383-60.4% | $1,042-47.4% | $4,663-88.3% |
| Participant deferral / active EE | $2,188 | $2,624-16.6% | $1,955+11.9% | $6,689-67.3% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |