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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 | $23,017 | $169,336-86.4% | $129,384-82.2% | $145,884-84.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 10.84% | 14408.70%-14397.9pp | 9461.77%-9450.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $655 | $5,540-88.2% | $4,153-84.2% | $4,662-86.0% |
| Participant deferral / active EE | $1,065 | $4,985-78.6% | $4,166-74.4% | $6,690-84.1% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |