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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 | $9,761 | $72,426-86.5% | $67,560-85.6% | $145,897-93.3% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 15.16% | 7226.78%-7211.6pp | 3533.50%-3518.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $965 | $3,074-68.6% | $2,737-64.7% | $4,663-79.3% |
| Participant deferral / active EE | $1,535 | $4,785-67.9% | $4,004-61.7% | $6,689-77.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |