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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 | $23,722 | $100,262-76.3% | $81,370-70.8% | $145,897-83.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 13.41% | 34.52%-21.1pp | 24.85%-11.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $688 | $2,979-76.9% | $2,464-72.1% | $4,663-85.3% |
| Participant deferral / active EE | $1,716 | $4,612-62.8% | $3,885-55.8% | $6,689-74.3% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |