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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 | $24,659 | $96,643-74.5% | $86,617-71.5% | $139,456-82.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 16.43% | 106.57%-90.1pp | 591.91%-575.5pp | 373.45%-357.0pp |
| Employer contribution / active EE | $1,376 | $3,264-57.9% | $3,023-54.5% | $4,753-71.1% |
| Participant deferral / active EE | $1,097 | $4,835-77.3% | $4,437-75.3% | $6,711-83.7% |
| Admin fee / account holder | $103 | $6,406-98.4% | $5,613-98.2% | $11,407-99.1% |