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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 | $66,285 | $81,668-18.8% | $58,507+13.3% | $139,487-52.5% |
| Participation rate | 14.3% | 61.3%-47.1pp | 50.9%-36.6pp | 80.3%-66.1pp |
| Annual return | 15.00% | 7430.07%-7415.1pp | 4252.32%-4237.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,538 | $2,554-39.8% | $1,922-20.0% | $6,713-77.1% |
| Admin fee / account holder | $26 | $3,212-99.2% | $2,486-99.0% | $11,407-99.8% |