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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 | $16,875 | $115,796-85.4% | $101,264-83.3% | $158,950-89.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,490 | $4,175-40.4% | $3,660-32.0% | $4,762-47.7% |
| Participant deferral / active EE | $7,147 | $4,958+44.2% | $4,370+63.5% | $5,983+19.5% |
| Admin fee / account holder | $213 | $7,247-97.1% | $5,947-96.4% | $11,248-98.1% |