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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 | $16,593 | $48,570-65.8% | $130,660-87.3% | $72,976-77.3% |
| Participation rate | 19.6% | 58.6%-38.9pp | 71.7%-52.1pp | 69.5%-49.8pp |
| Annual return | 38.96% | 38.63%+0.3pp | 1709.29%-1670.3pp | 81.02%-42.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,871 | $2,384-21.5% | $3,603-48.1% | $3,608-48.1% |
| Admin fee / account holder | $245 | $3,549-93.1% | $5,463-95.5% | $5,124-95.2% |