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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 | $58,241-59.3% | $81,780-71.0% | $80,911-70.7% |
| Participation rate | 42.9% | 63.4%-20.6pp | 72.4%-29.5pp | 67.6%-24.8pp |
| Annual return | 14.00% | 41.73%-27.7pp | 776.27%-762.3pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $840 | $3,283-74.4% | $4,321-80.6% | $4,297-80.5% |
| Admin fee / account holder | $54 | $4,973-98.9% | $7,384-99.3% | $6,935-99.2% |