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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 | $15,161 | $169,336-91.0% | $129,384-88.3% | $145,884-89.6% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.6%-41.1pp | 80.3%-51.7pp |
| Annual return | 12.07% | 14408.70%-14396.6pp | 9461.77%-9449.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $320 | $5,540-94.2% | $4,153-92.3% | $4,662-93.1% |
| Participant deferral / active EE | $431 | $4,985-91.4% | $4,166-89.7% | $6,690-93.6% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |