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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 | $134,817-77.0% | $123,973-75.0% | $155,188-80.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 17.04% | 515.49%-498.4pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,673 | $5,706-35.6% | $5,247-30.0% | $6,531-43.8% |
| Admin fee / account holder | $132 | $13,245-99.0% | $11,799-98.9% | $14,480-99.1% |