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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 | $33,897 | $100,203-66.2% | $85,240-60.2% | $145,897-76.8% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.2pp | 80.3%-43.9pp |
| Annual return | 13.29% | 84.28%-71.0pp | 66.75%-53.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $857 | $3,242-73.6% | $2,735-68.7% | $4,663-81.6% |
| Participant deferral / active EE | $3,025 | $5,299-42.9% | $4,527-33.2% | $6,689-54.8% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |