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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 | $48,340 | $106,008-54.4% | $92,240-47.6% | $147,586-67.2% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 13.17% | 50.05%-36.9pp | 176.29%-163.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $214 | $6,333-96.6% | $5,194-95.9% | $10,886-98.0% |