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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 | $13,339 | $109,967-87.9% | $97,197-86.3% | $145,877-90.9% |
| Participation rate | 25.0% | 76.0%-51.0pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 16.72% | 244.27%-227.5pp | 75.47%-58.7pp | 551.28%-534.6pp |
| Employer contribution / active EE | $678 | $3,077-78.0% | $2,723-75.1% | $4,663-85.5% |
| Participant deferral / active EE | $711 | $4,676-84.8% | $4,263-83.3% | $6,691-89.4% |
| Admin fee / account holder | $91 | $6,199-98.5% | $5,637-98.4% | $13,402-99.3% |