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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 | $12,930 | $104,937-87.7% | $84,628-84.7% | $152,897-91.5% |
| Participation rate | 30.8% | 74.8%-44.1pp | 68.2%-37.5pp | 82.5%-51.7pp |
| Annual return | 30.43% | 373.88%-343.5pp | 258.80%-228.4pp | 345.43%-315.0pp |
| Employer contribution / active EE | $426 | $3,303-87.1% | $2,653-83.9% | $4,764-91.1% |
| Participant deferral / active EE | $1,136 | $4,690-75.8% | $3,900-70.9% | $5,851-80.6% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |