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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 | $22,505 | $100,203-77.5% | $85,240-73.6% | $145,897-84.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 16.35% | 84.28%-67.9pp | 66.75%-50.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $960 | $3,242-70.4% | $2,735-64.9% | $4,663-79.4% |
| Participant deferral / active EE | $3,991 | $5,299-24.7% | $4,527-11.8% | $6,689-40.3% |
| Admin fee / account holder | $26 | $7,265-99.6% | $6,165-99.6% | $13,390-99.8% |