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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 | $16,219 | $29,319-44.7% | $52,425-69.1% | $82,448-80.3% |
| Participation rate | 14.5% | 46.9%-32.3pp | 55.6%-41.1pp | 68.1%-53.5pp |
| Annual return | 45.60% | 535.20%-489.6pp | 302.12%-256.5pp | 41.64%+4.0pp |
| Employer contribution / active EE | $224 | $586-61.7% | $914-75.4% | $2,551-91.2% |
| Participant deferral / active EE | $1,043 | $1,171-11.0% | $1,790-41.8% | $4,139-74.8% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |