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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 | $24,907 | $154,754-83.9% | $124,206-79.9% | $138,895-82.1% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.6%-44.6pp | 79.9%-54.9pp |
| Annual return | 23.19% | 709.28%-686.1pp | 515.27%-492.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $582 | $4,446-86.9% | $3,540-83.6% | $4,194-86.1% |
| Participant deferral / active EE | $1,008 | $4,621-78.2% | $3,968-74.6% | $6,396-84.2% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |