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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 | $44,361 | $169,361-73.8% | $129,397-65.7% | $145,877-69.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 15.64% | 14395.54%-14379.9pp | 9453.98%-9438.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $470 | $5,542-91.5% | $4,154-88.7% | $4,663-89.9% |
| Participant deferral / active EE | $3,083 | $4,987-38.2% | $4,167-26.0% | $6,691-53.9% |
| Admin fee / account holder | $20 | $9,903-99.8% | $7,679-99.7% | $13,402-99.9% |