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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 | $24,679 | $98,240-74.9% | $82,312-70.0% | $147,586-83.3% |
| Participation rate | 20.0% | 79.7%-59.7pp | 76.9%-56.9pp | 82.8%-62.8pp |
| Annual return | 17.17% | 30.85%-13.7pp | 25.88%-8.7pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,780 | $4,383-59.4% | $3,706-52.0% | $5,439-67.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |