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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 | $23,499 | $68,398-65.6% | $94,664-75.2% | $75,173-68.7% |
| Participation rate | 49.3% | 76.1%-26.8pp | 80.8%-31.6pp | 67.2%-17.9pp |
| Annual return | 54.72% | 616.72%-562.0pp | 156.84%-102.1pp | 160.72%-106.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,660 | $6,537+17.2% | $7,417+3.3% | $4,126+85.6% |
| Admin fee / account holder | $0 | $5,324-100.0% | $7,222-100.0% | $5,651-100.0% |