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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 | $27,284 | $228,395-88.1% | $185,861-85.3% | $158,982-82.8% |
| Participation rate | 68.8% | 82.3%-13.6pp | 78.0%-9.3pp | 82.0%-13.2pp |
| Annual return | 24.27% | 40.82%-16.6pp | 35.96%-11.7pp | 302.99%-278.7pp |
| Employer contribution / active EE | $869 | $4,968-82.5% | $4,088-78.8% | $4,763-81.8% |
| Participant deferral / active EE | $4,116 | $6,417-35.9% | $5,634-26.9% | $5,983-31.2% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |