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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 | $7,188 | $100,139-92.8% | $85,187-91.6% | $145,884-95.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 11.01% | 84.15%-73.1pp | 66.67%-55.7pp | 551.85%-540.8pp |
| Employer contribution / active EE | $699 | $3,238-78.4% | $2,732-74.4% | $4,662-85.0% |
| Participant deferral / active EE | $1,075 | $5,296-79.7% | $4,525-76.2% | $6,690-83.9% |
| Admin fee / account holder | $40 | $7,262-99.4% | $6,162-99.3% | $13,392-99.7% |