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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 | $12,014 | $169,336-92.9% | $129,384-90.7% | $145,884-91.8% |
| Participation rate | 45.0% | 76.5%-31.5pp | 69.6%-24.6pp | 80.3%-35.3pp |
| Annual return | 20.31% | 14408.70%-14388.4pp | 9461.77%-9441.5pp | 551.85%-531.5pp |
| Employer contribution / active EE | $571 | $5,540-89.7% | $4,153-86.3% | $4,662-87.8% |
| Participant deferral / active EE | $1,833 | $4,985-63.2% | $4,166-56.0% | $6,690-72.6% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |