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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 | $14,975 | $169,237-91.2% | $129,339-88.4% | $145,978-89.7% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 13.63% | 14364.43%-14350.8pp | 9437.05%-9423.4pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,200 | $5,540-78.3% | $4,154-71.1% | $4,662-74.3% |
| Participant deferral / active EE | $1,387 | $4,991-72.2% | $4,170-66.7% | $6,690-79.3% |
| Admin fee / account holder | $75 | $9,882-99.2% | $7,668-99.0% | $13,400-99.4% |