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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 | $160,028-100.0% | $147,080-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 15.68% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $6,892 | $5,286+30.4% | $4,933+39.7% | $4,662+47.8% |
| Participant deferral / active EE | $16,420 | $8,422+95.0% | $8,066+103.6% | $6,690+145.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |