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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 | $48,505 | $152,597-68.2% | $117,533-58.7% | $134,532-63.9% |
| Participation rate | 13.3% | 77.1%-63.8pp | 70.6%-57.3pp | 81.2%-67.9pp |
| Annual return | -16.82% | 53.04%-69.9pp | 29.77%-46.6pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,870 | $4,821-61.2% | $4,072-54.1% | $6,401-70.8% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |