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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 | $54,679-100.0% | $76,119-100.0% | $74,459-100.0% |
| Participation rate | 0.0% | 60.3%-60.3pp | 69.1%-69.1pp | 67.2%-67.2pp |
| Annual return | 28.92% | 31.90%-3.0pp | 361.25%-332.3pp | 1369.70%-1340.8pp |
| Employer contribution / active EE | $4,504 | $1,781+152.8% | $2,693+67.3% | $2,626+71.5% |
| Participant deferral / active EE | $6,635 | $3,072+116.0% | $4,259+55.8% | $4,350+52.5% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,421-100.0% | $1,945-100.0% |