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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 | $18,901 | $58,275-67.6% | $81,844-76.9% | $80,935-76.6% |
| Participation rate | 35.0% | 63.5%-28.5pp | 72.4%-37.4pp | 67.7%-32.7pp |
| Annual return | 28.26% | 41.82%-13.6pp | 778.87%-750.6pp | 35.66%-7.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $949 | $3,285-71.1% | $4,323-78.0% | $4,299-77.9% |
| Admin fee / account holder | $230 | $4,749-95.2% | $7,355-96.9% | $6,924-96.7% |