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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 | $67,439 | $89,259-24.4% | $107,187-37.1% | $82,637-18.4% |
| Participation rate | 24.0% | 67.9%-43.9pp | 75.0%-51.0pp | 68.1%-44.1pp |
| Annual return | 18.18% | 21.02%-2.8pp | 204.55%-186.4pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,945 | $4,037-51.8% | $5,096-61.8% | $4,126-52.9% |
| Admin fee / account holder | $0 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |