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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 | $96,558-100.0% | $80,977-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | 3.47% | 15.14%-11.7pp | 17.11%-13.6pp | 41.46%-38.0pp |
| Employer contribution / active EE | $3,812 | $4,869-21.7% | $3,715+2.6% | $4,869-21.7% |
| Participant deferral / active EE | $7,253 | $6,598+9.9% | $5,696+27.3% | $5,287+37.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |