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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 | $40,047 | $68,412-41.5% | $94,679-57.7% | $75,181-46.7% |
| Participation rate | 53.6% | 76.1%-22.5pp | 80.8%-27.3pp | 67.2%-13.6pp |
| Annual return | 23.94% | 616.91%-593.0pp | 156.75%-132.8pp | 160.69%-136.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,389 | $6,537-2.3% | $7,417-13.9% | $4,126+54.8% |
| Admin fee / account holder | $13 | $5,326-99.8% | $7,233-99.8% | $5,650-99.8% |