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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 | $14,404 | $127,296-88.7% | $109,907-86.9% | $167,536-91.4% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $5,166 | $3,325+55.4% | $2,844+81.7% | $4,839+6.8% |
| Participant deferral / active EE | $4,238 | $4,513-6.1% | $4,047+4.7% | $6,342-33.2% |
| Admin fee / account holder | $8 | $7,119-99.9% | $6,069-99.9% | $12,315-99.9% |