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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 | $14,636 | $96,643-84.9% | $86,617-83.1% | $139,456-89.5% |
| Participation rate | 13.0% | 74.4%-61.4pp | 71.7%-58.7pp | 80.3%-67.3pp |
| Annual return | 35.75% | 106.57%-70.8pp | 591.91%-556.2pp | 373.45%-337.7pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,102 | $4,835-77.2% | $4,437-75.2% | $6,711-83.6% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |