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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 | $2,877 | $81,763-96.5% | $58,561-95.1% | $139,466-97.9% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 31.03% | 7427.77%-7396.7pp | 4251.33%-4220.3pp | 373.66%-342.6pp |
| Employer contribution / active EE | $295 | $1,398-78.9% | $1,053-72.0% | $4,754-93.8% |
| Participant deferral / active EE | $295 | $2,555-88.5% | $1,923-84.7% | $6,712-95.6% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |