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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 | $16,562 | $76,368-78.3% | $67,681-75.5% | $154,746-89.3% |
| Participation rate | 45.8% | 79.0%-33.1pp | 73.7%-27.9pp | 80.7%-34.9pp |
| Annual return | 13.29% | 1066.77%-1053.5pp | 590.58%-577.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $614 | $3,151-80.5% | $2,678-77.1% | $4,379-86.0% |
| Participant deferral / active EE | $1,440 | $4,824-70.2% | $3,976-63.8% | $6,730-78.6% |
| Admin fee / account holder | $107 | $8,559-98.8% | $6,100-98.3% | $14,365-99.3% |