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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 | $33,705 | $52,911-36.3% | $73,309-54.0% | $59,633-43.5% |
| Participation rate | 41.4% | 68.2%-26.8pp | 74.9%-33.5pp | 68.7%-27.3pp |
| Annual return | 39.28% | 12.20%+27.1pp | 5.67%+33.6pp | 2041.45%-2002.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,710 | $4,069-58.0% | $4,991-65.7% | $3,192-46.4% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |