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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 | $9,383 | $99,995-90.6% | $85,063-89.0% | $145,978-93.6% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 15.02% | 83.99%-69.0pp | 66.54%-51.5pp | 550.52%-535.5pp |
| Employer contribution / active EE | $622 | $3,231-80.7% | $2,727-77.2% | $4,662-86.7% |
| Participant deferral / active EE | $1,010 | $5,295-80.9% | $4,523-77.7% | $6,690-84.9% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |