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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 | $21,366 | $60,813-64.9% | - | $134,532-84.1% |
| Participation rate | 36.4% | 67.1%-30.8pp | - | 81.2%-44.9pp |
| Annual return | 1066.10% | -10.69%+1076.8pp | - | 418.27%+647.8pp |
| Employer contribution / active EE | $1,141 | $2,735-58.3% | - | $4,741-75.9% |
| Participant deferral / active EE | $2,036 | $4,132-50.7% | - | $6,401-68.2% |
| Admin fee / account holder | $3 | $4,065-99.9% | - | $11,429-100.0% |