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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 | $60,305-2.6% | $81,780-28.1% | $74,400-21.0% |
| Participation rate | 26.4% | 62.9%-36.4pp | 72.4%-45.9pp | 67.2%-40.8pp |
| Annual return | 36.12% | 16.89%+19.2pp | 776.27%-740.1pp | 1367.51%-1331.4pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $2,914-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,555 | $3,390-54.1% | $4,321-64.0% | $4,348-64.2% |
| Admin fee / account holder | $32 | $1,484-97.9% | $7,384-99.6% | $1,944-98.4% |