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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 | $72,771 | $102,595-29.1% | $94,057-22.6% | $154,746-53.0% |
| Participation rate | 36.4% | 76.0%-39.6pp | 73.3%-37.0pp | 80.7%-44.3pp |
| Annual return | 17.52% | 583.42%-565.9pp | 480.62%-463.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,299 | $5,118-35.5% | $4,709-30.0% | $6,730-51.0% |
| Admin fee / account holder | $19 | $7,736-99.8% | $7,244-99.7% | $14,365-99.9% |