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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 | $20,508 | $81,763-74.9% | $58,561-65.0% | $139,466-85.3% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 21.78% | 7427.77%-7406.0pp | 4251.33%-4229.5pp | 373.66%-351.9pp |
| Employer contribution / active EE | $242 | $1,398-82.7% | $1,053-77.0% | $4,754-94.9% |
| Participant deferral / active EE | $1,815 | $2,555-29.0% | $1,923-5.6% | $6,712-73.0% |
| Admin fee / account holder | $172 | $3,273-94.8% | $2,520-93.2% | $11,409-98.5% |