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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 | $11,964 | $29,319-59.2% | $52,425-77.2% | $82,448-85.5% |
| Participation rate | 24.1% | 46.9%-22.7pp | 55.6%-31.5pp | 68.1%-43.9pp |
| Annual return | 30.84% | 535.20%-504.4pp | 302.12%-271.3pp | 41.64%-10.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,546 | $1,171+32.0% | $1,790-13.6% | $4,139-62.6% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |