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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 | $70,473 | $100,073-29.6% | $85,126-17.2% | $145,877-51.7% |
| Participation rate | 36.8% | 74.1%-37.3pp | 67.5%-30.7pp | 80.3%-43.5pp |
| Annual return | 9.48% | 84.11%-74.6pp | 66.63%-57.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $493 | $3,236-84.8% | $2,731-81.9% | $4,663-89.4% |
| Participant deferral / active EE | $2,155 | $5,294-59.3% | $4,523-52.4% | $6,691-67.8% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |