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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 | $2,602 | $76,634-96.6% | $56,054-95.4% | $145,978-98.2% |
| Participation rate | 47.8% | 63.2%-15.4pp | 52.5%-4.7pp | 80.3%-32.5pp |
| Annual return | 24.41% | 3004.33%-2979.9pp | 1705.95%-1681.5pp | 550.52%-526.1pp |
| Employer contribution / active EE | $321 | $1,380-76.7% | $1,039-69.1% | $4,662-93.1% |
| Participant deferral / active EE | $532 | $2,622-79.7% | $1,952-72.7% | $6,690-92.0% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |