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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 | $54,558-100.0% | $76,051-100.0% | $74,400-100.0% |
| Participation rate | 0.0% | 60.3%-60.3pp | 69.1%-69.1pp | 67.2%-67.2pp |
| Annual return | 28.92% | 31.83%-2.9pp | 360.42%-331.5pp | 1367.51%-1338.6pp |
| Employer contribution / active EE | $4,504 | $1,778+153.4% | $2,690+67.5% | $2,624+71.6% |
| Participant deferral / active EE | $6,635 | $3,065+116.5% | $4,257+55.9% | $4,348+52.6% |
| Admin fee / account holder | $0 | $2,232-100.0% | $6,416-100.0% | $1,944-100.0% |