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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 | $34,235 | $176,402-80.6% | $134,162-74.5% | $158,982-78.5% |
| Participation rate | 13.3% | 78.7%-65.4pp | 72.2%-58.9pp | 82.0%-68.6pp |
| Annual return | 58.06% | 63.66%-5.6pp | 36.35%+21.7pp | 302.99%-244.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,753 | $4,093-57.2% | $3,500-49.9% | $5,983-70.7% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |