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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 | $29,841 | $85,766-65.2% | $136,298-78.1% | $70,126-57.4% |
| Participation rate | 64.0% | 74.2%-10.2pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 19.13% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $717 | $2,966-75.8% | $4,696-84.7% | $2,343-69.4% |
| Participant deferral / active EE | $2,680 | $5,051-47.0% | $6,247-57.1% | $3,332-19.6% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |