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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 | $72,446-86.5% | $67,561-85.6% | $145,877-93.3% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 15.16% | 7211.98%-7196.8pp | 3525.44%-3510.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $965 | $3,072-68.6% | $2,735-64.7% | $4,663-79.3% |
| Participant deferral / active EE | $1,535 | $4,785-67.9% | $4,003-61.6% | $6,691-77.1% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |