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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 | $24,974 | $27,943-10.6% | $58,507-57.3% | $75,177-66.8% |
| Participation rate | 19.2% | 38.8%-19.6pp | 50.9%-31.6pp | 67.2%-48.0pp |
| Annual return | 34.34% | 44.22%-9.9pp | 4252.32%-4218.0pp | 160.75%-126.4pp |
| Employer contribution / active EE | $347 | $670-48.3% | $1,053-67.1% | $2,671-87.0% |
| Participant deferral / active EE | $1,920 | $1,202+59.8% | $1,922-0.1% | $4,126-53.5% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |