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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 | $21,815 | $72,396-69.9% | $67,511-67.7% | $145,959-85.1% |
| Participation rate | 19.0% | 76.9%-57.8pp | 72.9%-53.8pp | 80.3%-61.2pp |
| Annual return | 9.30% | 7194.07%-7184.8pp | 3517.41%-3508.1pp | 561.95%-552.6pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,486 | $4,781-68.9% | $4,000-62.9% | $6,689-77.8% |
| Admin fee / account holder | $101 | $5,538-98.2% | $3,999-97.5% | $13,398-99.2% |