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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 | $17,985 | $111,878-83.9% | $93,727-80.8% | $145,897-87.7% |
| Participation rate | 59.1% | 74.2%-15.1pp | 68.7%-9.6pp | 80.3%-21.2pp |
| Annual return | 11.22% | 204.28%-193.1pp | 133.83%-122.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $710 | $3,092-77.0% | $2,421-70.7% | $4,663-84.8% |
| Participant deferral / active EE | $2,197 | $4,920-55.4% | $4,417-50.3% | $6,689-67.2% |
| Admin fee / account holder | $206 | $10,256-98.0% | $8,292-97.5% | $13,390-98.5% |