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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 | $51,700 | $56,431-8.4% | $130,788-60.5% | $87,485-40.9% |
| Participation rate | 7.4% | 58.9%-51.5pp | 70.1%-62.7pp | 68.9%-61.5pp |
| Annual return | 17.58% | 91.27%-73.7pp | 386.44%-368.9pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,264 | $2,749-54.0% | $4,137-69.5% | $4,274-70.4% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |