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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 | $58,763 | $60,454-2.8% | $81,844-28.2% | $74,459-21.1% |
| Participation rate | 26.4% | 63.0%-36.5pp | 72.4%-46.0pp | 67.2%-40.8pp |
| Annual return | 36.12% | 16.87%+19.3pp | 778.87%-742.7pp | 1369.70%-1333.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,555 | $3,398-54.2% | $4,323-64.0% | $4,350-64.3% |
| Admin fee / account holder | $32 | $1,490-97.9% | $7,355-99.6% | $1,945-98.4% |