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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 | $42,838 | $125,190-65.8% | $105,624-59.4% | $145,897-70.6% |
| Participation rate | 36.4% | 77.6%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 13.58% | 225.22%-211.6pp | 116.20%-102.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,049 | $3,720-71.8% | $3,168-66.9% | $4,663-77.5% |
| Participant deferral / active EE | $4,349 | $5,716-23.9% | $5,013-13.2% | $6,689-35.0% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |