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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 | $57,976-100.0% | $63,018-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 17.60% | 17.54%+0.1pp | 87.62%-70.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,056 | $2,415-14.8% | $2,761-25.5% | $2,042+0.7% |
| Participant deferral / active EE | $2,535 | $2,956-14.2% | $3,330-23.9% | $3,169-20.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |