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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 | $21,259 | $162,529-86.9% | $130,788-83.7% | $154,746-86.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 19.02% | 510.48%-491.5pp | 386.44%-367.4pp | 172.34%-153.3pp |
| Employer contribution / active EE | $704 | $4,447-84.2% | $3,558-80.2% | $4,379-83.9% |
| Participant deferral / active EE | $880 | $4,808-81.7% | $4,137-78.7% | $6,730-86.9% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |