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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 | $13,204 | $53,063-75.1% | $124,206-89.4% | $82,637-84.0% |
| Participation rate | 25.9% | 58.4%-32.5pp | 69.6%-43.7pp | 68.1%-42.1pp |
| Annual return | 17.16% | 68.87%-51.7pp | 515.27%-498.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $371 | $1,530-75.8% | $3,540-89.5% | $2,552-85.5% |
| Participant deferral / active EE | $740 | $2,644-72.0% | $3,968-81.3% | $4,126-82.1% |
| Admin fee / account holder | $0 | $4,281-100.0% | $5,929-100.0% | $7,339-100.0% |