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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 | $39,472 | $52,450-24.7% | $129,384-69.5% | $74,459-47.0% |
| Participation rate | 15.8% | 53.8%-38.0pp | 69.6%-53.8pp | 67.2%-51.4pp |
| Annual return | 27.75% | 15.65%+12.1pp | 9461.77%-9434.0pp | 1369.70%-1341.9pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,466 | $2,797-47.6% | $4,166-64.8% | $4,350-66.3% |
| Admin fee / account holder | $0 | $2,636-100.0% | $7,686-100.0% | $1,945-100.0% |