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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 | $11,402 | $105,929-89.2% | $81,926-86.1% | $158,950-92.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,798 | $13,007-63.1% | $7,108-32.5% | $5,983-19.8% |
| Admin fee / account holder | $18 | $8,492-99.8% | $5,159-99.7% | $11,248-99.8% |