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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 | $31,360 | $60,139-47.9% | $90,461-65.3% | $79,856-60.7% |
| Participation rate | 13.6% | 65.0%-51.4pp | 72.7%-59.1pp | 69.6%-56.0pp |
| Annual return | 14.89% | 71.96%-57.1pp | 1294.76%-1279.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $392 | $2,069-81.1% | $3,264-88.0% | $2,471-84.2% |
| Participant deferral / active EE | $1,283 | $2,939-56.3% | $3,964-67.6% | $3,741-65.7% |
| Admin fee / account holder | $23 | $3,978-99.4% | $5,617-99.6% | $5,306-99.6% |