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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 | $10,563 | $69,252-84.7% | $64,099-83.5% | $139,456-92.4% |
| Participation rate | 23.8% | 75.6%-51.8pp | 72.3%-48.5pp | 80.3%-56.5pp |
| Annual return | 21.17% | 45.89%-24.7pp | 33.70%-12.5pp | 373.45%-352.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,123 | $4,683-76.0% | $3,881-71.1% | $6,711-83.3% |
| Admin fee / account holder | $240 | $4,248-94.3% | $3,070-92.2% | $11,407-97.9% |