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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 | $10,033 | $96,691-89.6% | $86,656-88.4% | $139,487-92.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 39.97% | 106.87%-66.9pp | 593.09%-553.1pp | 373.84%-333.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,219 | $4,838-33.5% | $4,439-27.5% | $6,713-52.0% |
| Admin fee / account holder | $57 | $6,414-99.1% | $5,619-99.0% | $11,407-99.5% |