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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 | $54,341 | $81,749-33.5% | $58,544-7.2% | $139,456-61.0% |
| Participation rate | 21.7% | 61.3%-39.6pp | 50.9%-29.1pp | 80.3%-58.6pp |
| Annual return | 16.00% | 7425.45%-7409.4pp | 4249.56%-4233.6pp | 373.45%-357.5pp |
| Employer contribution / active EE | $535 | $1,398-61.7% | $1,053-49.2% | $4,753-88.7% |
| Participant deferral / active EE | $2,777 | $2,555+8.7% | $1,923+44.4% | $6,711-58.6% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |