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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 | $15,899 | $70,366-77.4% | $66,674-76.2% | $138,895-88.6% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 17.99% | 386.41%-368.4pp | 321.24%-303.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $570 | $2,765-79.4% | $2,620-78.3% | $4,194-86.4% |
| Participant deferral / active EE | $1,022 | $4,374-76.6% | $4,084-75.0% | $6,396-84.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |