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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 | $43,102 | $115,917-62.8% | $100,535-57.1% | $158,982-72.9% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 14.12% | 34.80%-20.7pp | 30.90%-16.8pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,096 | $6,677-8.7% | $6,271-2.8% | $5,983+1.9% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |