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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 | $17,279 | $29,319-41.1% | $52,425-67.0% | $82,448-79.0% |
| Participation rate | 11.4% | 46.9%-35.4pp | 55.6%-44.2pp | 68.1%-56.6pp |
| Annual return | 26.17% | 535.20%-509.0pp | 302.12%-276.0pp | 41.64%-15.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $475 | $1,171-59.4% | $1,790-73.4% | $4,139-88.5% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |