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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 | $16,754 | $111,535-85.0% | $105,223-84.1% | $137,256-87.8% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.0%-45.6pp | 80.0%-50.5pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,093 | $3,939-72.3% | $3,689-70.4% | $4,156-73.7% |
| Participant deferral / active EE | $4,244 | $5,500-22.8% | $5,072-16.3% | $6,407-33.8% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |