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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 | $18,879 | $100,203-81.2% | $85,240-77.9% | $145,897-87.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 15.04% | 84.28%-69.2pp | 66.75%-51.7pp | 552.29%-537.3pp |
| Employer contribution / active EE | $902 | $3,242-72.2% | $2,735-67.0% | $4,663-80.7% |
| Participant deferral / active EE | $4,600 | $5,299-13.2% | $4,527+1.6% | $6,689-31.2% |
| Admin fee / account holder | $150 | $7,265-97.9% | $6,165-97.6% | $13,390-98.9% |