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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 | $16,684 | $96,678-82.7% | $86,640-80.7% | $139,466-88.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 25.58% | 106.69%-81.1pp | 592.52%-566.9pp | 373.66%-348.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,770 | $4,837-42.7% | $4,438-37.6% | $6,712-58.7% |
| Admin fee / account holder | $55 | $6,410-99.1% | $5,616-99.0% | $11,409-99.5% |