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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 | $30,995 | $129,737-76.1% | $119,126-74.0% | $154,746-80.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 17.04% | 379.08%-362.0pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,673 | $5,842-37.1% | $5,318-30.9% | $6,730-45.4% |
| Admin fee / account holder | $132 | $11,961-98.9% | $10,693-98.8% | $14,365-99.1% |