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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 | $8,716 | $154,754-94.4% | $124,206-93.0% | $138,895-93.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 23.46% | 709.28%-685.8pp | 515.27%-491.8pp | 145.39%-121.9pp |
| Employer contribution / active EE | $564 | $4,446-87.3% | $3,540-84.1% | $4,194-86.6% |
| Participant deferral / active EE | $740 | $4,621-84.0% | $3,968-81.4% | $6,396-88.4% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |