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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 | $162,529-90.5% | $130,788-88.2% | $154,746-90.0% |
| Participation rate | 53.8% | 75.9%-22.0pp | 70.1%-16.3pp | 80.7%-26.9pp |
| Annual return | 19.19% | 510.48%-491.3pp | 386.44%-367.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $921 | $4,808-80.9% | $4,137-77.7% | $6,730-86.3% |
| Admin fee / account holder | $72 | $7,669-99.1% | $6,673-98.9% | $14,365-99.5% |