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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 | $22,407 | $100,868-77.8% | $90,414-75.2% | $158,931-85.9% |
| Participation rate | 52.2% | 75.0%-22.8pp | 72.7%-20.5pp | 82.0%-29.8pp |
| Annual return | 9.79% | 1724.58%-1714.8pp | 1293.19%-1283.4pp | 302.86%-293.1pp |
| Employer contribution / active EE | $516 | $3,689-86.0% | $3,262-84.2% | $4,761-89.2% |
| Participant deferral / active EE | $785 | $4,348-81.9% | $3,963-80.2% | $5,982-86.9% |
| Admin fee / account holder | $180 | $6,502-97.2% | $5,611-96.8% | $11,247-98.4% |