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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 | $73,864 | $29,319+151.9% | $52,425+40.9% | $82,448-10.4% |
| Participation rate | 3.1% | 46.9%-43.7pp | 55.6%-52.5pp | 68.1%-64.9pp |
| Annual return | 21.48% | 535.20%-513.7pp | 302.12%-280.6pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $465 | $1,171-60.3% | $1,790-74.0% | $4,139-88.8% |
| Admin fee / account holder | $277 | $1,962-85.9% | $2,495-88.9% | $7,234-96.2% |