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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 | $30,695 | $117,846-74.0% | $102,434-70.0% | $145,884-79.0% |
| Participation rate | 42.1% | 78.6%-36.5pp | 76.5%-34.4pp | 80.3%-38.2pp |
| Annual return | 20.21% | 31.90%-11.7pp | 29.46%-9.2pp | 551.85%-531.6pp |
| Employer contribution / active EE | $999 | $3,615-72.4% | $3,023-66.9% | $4,662-78.6% |
| Participant deferral / active EE | $4,688 | $5,733-18.2% | $5,055-7.3% | $6,690-29.9% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |