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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 | $16,771 | $96,691-82.7% | $86,656-80.6% | $139,487-88.0% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 22.83% | 106.87%-84.0pp | 593.09%-570.3pp | 373.84%-351.0pp |
| Employer contribution / active EE | $731 | $3,267-77.6% | $3,025-75.8% | $4,755-84.6% |
| Participant deferral / active EE | $1,218 | $4,838-74.8% | $4,439-72.6% | $6,713-81.8% |
| Admin fee / account holder | $55 | $6,414-99.1% | $5,619-99.0% | $11,407-99.5% |