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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 | $23,682 | $58,275-59.4% | $81,844-71.1% | $80,935-70.7% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.4%-29.5pp | 67.7%-24.8pp |
| Annual return | 14.00% | 41.82%-27.8pp | 778.87%-764.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $840 | $3,285-74.4% | $4,323-80.6% | $4,299-80.5% |
| Admin fee / account holder | $54 | $4,749-98.9% | $7,355-99.3% | $6,924-99.2% |