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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 | $131,180 | $56,431+132.5% | $130,788+0.3% | $87,485+49.9% |
| Participation rate | 8.0% | 58.9%-50.9pp | 70.1%-62.1pp | 68.9%-60.9pp |
| Annual return | 15.55% | 91.27%-75.7pp | 386.44%-370.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,273 | $2,749-53.7% | $4,137-69.2% | $4,274-70.2% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |