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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 | $13,418 | $149,040-91.0% | $120,225-88.8% | $137,256-90.2% |
| Participation rate | 37.5% | 75.4%-37.9pp | 69.6%-32.1pp | 80.0%-42.5pp |
| Annual return | 21.99% | 605.68%-583.7pp | 439.23%-417.2pp | 220.34%-198.3pp |
| Employer contribution / active EE | $267 | $4,350-93.9% | $3,475-92.3% | $4,156-93.6% |
| Participant deferral / active EE | $417 | $4,655-91.0% | $3,999-89.6% | $6,407-93.5% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |