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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 | $169,237-86.4% | $129,339-82.2% | $145,978-84.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 10.84% | 14364.43%-14353.6pp | 9437.05%-9426.2pp | 550.52%-539.7pp |
| Employer contribution / active EE | $655 | $5,540-88.2% | $4,154-84.2% | $4,662-85.9% |
| Participant deferral / active EE | $1,065 | $4,991-78.7% | $4,170-74.5% | $6,690-84.1% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |