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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 | $25,506 | $157,304-83.8% | $141,197-81.9% | $152,909-83.3% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 20.00% | 64.34%-44.3pp | 71.41%-51.4pp | 345.46%-325.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,369 | $7,111-52.6% | $6,710-49.8% | $5,851-42.4% |
| Admin fee / account holder | $13 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |