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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 | $36,059 | $68,398-47.3% | $94,664-61.9% | $75,173-52.0% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | 17.73% | 616.72%-599.0pp | 156.84%-139.1pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,906 | $6,537-24.9% | $7,417-33.9% | $4,126+18.9% |
| Admin fee / account holder | $207 | $5,324-96.1% | $7,222-97.1% | $5,651-96.3% |