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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 | $32,038 | $95,406-66.4% | $185,849-82.8% | $85,847-62.7% |
| Participation rate | 46.2% | 68.8%-22.6pp | 81.7%-35.6pp | 69.3%-23.2pp |
| Annual return | 13.69% | 23.59%-9.9pp | 122.10%-108.4pp | 318.61%-304.9pp |
| Employer contribution / active EE | $470 | $3,314-85.8% | $5,169-90.9% | $2,565-81.7% |
| Participant deferral / active EE | $1,444 | $3,424-57.8% | $5,569-74.1% | $3,952-63.5% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |