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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 | $85,171-100.0% | $172,752-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 23.11% | 27.32%-4.2pp | 802.97%-779.9pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,031 | $3,324-69.0% | $5,144-80.0% | $2,440-57.7% |
| Participant deferral / active EE | $1,193 | $3,260-63.4% | $5,198-77.0% | $3,608-66.9% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |