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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 | $25,560 | $85,766-70.2% | $136,298-81.2% | $70,126-63.6% |
| Participation rate | 44.8% | 74.2%-29.4pp | 81.9%-37.1pp | 69.5%-24.8pp |
| Annual return | 21.59% | 31.46%-9.9pp | 5156.27%-5134.7pp | 73.15%-51.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,154 | $5,051-37.6% | $6,247-49.5% | $3,332-5.3% |
| Admin fee / account holder | $236 | $5,421-95.6% | $9,244-97.4% | $4,645-94.9% |