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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 | $14,714 | $101,618-85.5% | $93,063-84.2% | $137,256-89.3% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 29.21% | 223.95%-194.7pp | 34.15%-4.9pp | 220.34%-191.1pp |
| Employer contribution / active EE | $754 | $2,707-72.2% | $2,476-69.6% | $4,156-81.9% |
| Participant deferral / active EE | $791 | $4,279-81.5% | $3,958-80.0% | $6,407-87.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |