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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 | $11,524 | $70,366-83.6% | $66,674-82.7% | $138,895-91.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 30.29% | 386.41%-356.1pp | 321.24%-291.0pp | 145.39%-115.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,326 | $4,374-46.8% | $4,084-43.1% | $6,396-63.6% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |