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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 | $100,514 | $108,942-7.7% | $100,415+0.1% | $145,897-31.1% |
| Participation rate | 36.4% | 83.0%-46.6pp | 81.5%-45.2pp | 80.3%-43.9pp |
| Annual return | 11.54% | 58.27%-46.7pp | 49.47%-37.9pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |