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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 | $154,014 | $34,316+348.8% | $74,722+106.1% | $72,975+111.0% |
| Participation rate | 6.3% | 42.4%-36.2pp | 54.5%-48.2pp | 69.5%-63.2pp |
| Annual return | 26.49% | 26.58%-0.1pp | 753.11%-726.6pp | 81.01%-54.5pp |
| Employer contribution / active EE | $142 | $692-79.5% | $1,084-86.9% | $2,440-94.2% |
| Participant deferral / active EE | $750 | $1,272-41.0% | $1,963-61.8% | $3,608-79.2% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |