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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 | $114,119-85.3% | $107,187-84.4% | $138,895-87.9% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.0%-45.6pp | 79.9%-50.5pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,093 | $4,059-73.1% | $3,782-71.1% | $4,194-73.9% |
| Participant deferral / active EE | $4,244 | $5,538-23.4% | $5,096-16.7% | $6,396-33.6% |
| Admin fee / account holder | $15 | $10,024-99.9% | $9,162-99.8% | $12,562-99.9% |