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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 | $25,787 | $116,203-77.8% | $93,621-72.5% | $152,909-83.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,629 | $3,219-49.4% | $2,719-40.1% | $4,764-65.8% |
| Participant deferral / active EE | $14,667 | $4,605+218.5% | $4,070+260.4% | $5,851+150.7% |
| Admin fee / account holder | $40 | $10,751-99.6% | $7,890-99.5% | $11,601-99.7% |