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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 | $52,018 | $149,040-65.1% | $120,225-56.7% | $137,256-62.1% |
| Participation rate | 22.2% | 75.4%-53.2pp | 69.6%-47.4pp | 80.0%-57.7pp |
| Annual return | 21.29% | 605.68%-584.4pp | 439.23%-417.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,971 | $4,655-14.7% | $3,999-0.7% | $6,407-38.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |