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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 | $19,051 | $67,823-71.9% | $52,425-63.7% | $137,256-86.1% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 29.14% | 219.11%-190.0pp | 302.12%-273.0pp | 220.34%-191.2pp |
| Employer contribution / active EE | $487 | $1,163-58.1% | $914-46.7% | $4,156-88.3% |
| Participant deferral / active EE | $1,015 | $2,288-55.7% | $1,790-43.3% | $6,407-84.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |