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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 | $15,557 | $55,423-71.9% | $155,602-90.0% | $74,400-79.1% |
| Participation rate | 26.0% | 61.9%-35.9pp | 78.2%-52.2pp | 67.2%-41.2pp |
| Annual return | 17.62% | 269.07%-251.4pp | 64.81%-47.2pp | 1367.51%-1349.9pp |
| Employer contribution / active EE | $570 | $2,266-74.9% | $4,675-87.8% | $2,624-78.3% |
| Participant deferral / active EE | $1,094 | $2,835-61.4% | $5,629-80.6% | $4,348-74.8% |
| Admin fee / account holder | $254 | $1,744-85.4% | $15,923-98.4% | $1,944-86.9% |