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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 | $16,677 | $96,643-82.7% | $86,617-80.7% | $139,456-88.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 24.07% | 106.57%-82.5pp | 591.91%-567.8pp | 373.45%-349.4pp |
| Employer contribution / active EE | $812 | $3,264-75.1% | $3,023-73.1% | $4,753-82.9% |
| Participant deferral / active EE | $2,061 | $4,835-57.4% | $4,437-53.5% | $6,711-69.3% |
| Admin fee / account holder | $206 | $6,406-96.8% | $5,613-96.3% | $11,407-98.2% |