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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 | $14,713 | $111,785-86.8% | $93,669-84.3% | $145,877-89.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.48% | 203.79%-186.3pp | 133.59%-116.1pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,699 | $3,096-45.1% | $2,424-29.9% | $4,663-63.6% |
| Participant deferral / active EE | $2,011 | $4,919-59.1% | $4,416-54.5% | $6,691-69.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |