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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 | $24,518 | $103,038-76.2% | $90,324-72.9% | $152,909-84.0% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.5%-13.7pp |
| Annual return | 24.02% | 95.25%-71.2pp | 78.15%-54.1pp | 345.46%-321.4pp |
| Employer contribution / active EE | $773 | $3,141-75.4% | $2,856-72.9% | $4,764-83.8% |
| Participant deferral / active EE | $4,262 | $4,282-0.5% | $3,885+9.7% | $5,851-27.2% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |