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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 | $37,442 | $108,212-65.4% | $77,513-51.7% | $158,966-76.4% |
| Participation rate | 11.1% | 64.4%-53.3pp | 54.2%-43.1pp | 82.0%-70.9pp |
| Annual return | 19.27% | 31.67%-12.4pp | 54.81%-35.5pp | 302.95%-283.7pp |
| Employer contribution / active EE | $222 | $1,325-83.3% | $987-77.5% | $4,762-95.3% |
| Participant deferral / active EE | $1,169 | $2,455-52.4% | $1,861-37.2% | $5,983-80.5% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |