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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 | $15,368 | $96,643-84.1% | $86,617-82.3% | $139,456-89.0% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 13.09% | 106.57%-93.5pp | 591.91%-578.8pp | 373.45%-360.4pp |
| Employer contribution / active EE | $1,075 | $3,264-67.1% | $3,023-64.4% | $4,753-77.4% |
| Participant deferral / active EE | $2,158 | $4,835-55.4% | $4,437-51.4% | $6,711-67.9% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |