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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 | $57,363 | $100,901-43.1% | $75,501-24.0% | $147,585-61.1% |
| Participation rate | 37.5% | 77.1%-39.6pp | 72.4%-34.9pp | 82.8%-45.3pp |
| Annual return | 15.91% | 35.78%-19.9pp | 27.35%-11.4pp | 578.58%-562.7pp |
| Employer contribution / active EE | $424 | $3,253-87.0% | $2,352-82.0% | $4,876-91.3% |
| Participant deferral / active EE | $6,750 | $4,027+67.6% | $3,142+114.8% | $5,439+24.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |