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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 | $15,475 | $149,040-89.6% | $120,225-87.1% | $137,256-88.7% |
| Participation rate | 53.8% | 75.4%-21.6pp | 69.6%-15.7pp | 80.0%-26.1pp |
| Annual return | 19.19% | 605.68%-586.5pp | 439.23%-420.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $921 | $4,655-80.2% | $3,999-77.0% | $6,407-85.6% |
| Admin fee / account holder | $72 | $6,348-98.9% | $5,696-98.7% | $12,270-99.4% |