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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 | $24,672 | $162,529-84.8% | $130,788-81.1% | $154,746-84.1% |
| Participation rate | 9.5% | 75.9%-66.3pp | 70.1%-60.6pp | 80.7%-71.2pp |
| Annual return | 16.89% | 510.48%-493.6pp | 386.44%-369.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $565 | $4,808-88.3% | $4,137-86.3% | $6,730-91.6% |
| Admin fee / account holder | $114 | $7,669-98.5% | $6,673-98.3% | $14,365-99.2% |