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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 | $18,168 | $72,426-74.9% | $67,560-73.1% | $145,897-87.5% |
| Participation rate | 23.8% | 76.9%-53.1pp | 72.9%-49.1pp | 80.3%-56.5pp |
| Annual return | 13.81% | 7226.78%-7213.0pp | 3533.50%-3519.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,464 | $4,785-69.4% | $4,004-63.4% | $6,689-78.1% |
| Admin fee / account holder | $214 | $5,514-96.1% | $3,994-94.7% | $13,390-98.4% |