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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 | $30,062 | $148,623-79.8% | $135,974-77.9% | $139,466-78.4% |
| Participation rate | 31.3% | 83.9%-52.6pp | 81.9%-50.7pp | 80.3%-49.1pp |
| Annual return | 53.94% | 79.30%-25.4pp | 68.30%-14.4pp | 373.66%-319.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,269 | $8,103-22.6% | $7,760-19.2% | $6,712-6.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |