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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 | $70,366-100.0% | $66,674-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 29.23% | 386.41%-357.2pp | 321.24%-292.0pp | 145.39%-116.2pp |
| Employer contribution / active EE | $2,615 | $2,765-5.4% | $2,620-0.2% | $4,194-37.7% |
| Participant deferral / active EE | $4,293 | $4,374-1.9% | $4,084+5.1% | $6,396-32.9% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |