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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 | $21,177 | $52,450-59.6% | $129,384-83.6% | $74,459-71.6% |
| Participation rate | 44.2% | 53.8%-9.6pp | 69.6%-25.4pp | 67.2%-23.0pp |
| Annual return | 14.92% | 15.65%-0.7pp | 9461.77%-9446.9pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,316 | $2,797-53.0% | $4,166-68.4% | $4,350-69.7% |
| Admin fee / account holder | $99 | $2,636-96.3% | $7,686-98.7% | $1,945-94.9% |