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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 | $12,589 | $99,011-87.3% | $86,582-85.5% | $147,586-91.5% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 15.06% | 1312.75%-1297.7pp | 965.08%-950.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $208 | $3,132-93.3% | $2,839-92.7% | $4,876-95.7% |
| Participant deferral / active EE | $1,743 | $3,972-56.1% | $3,609-51.7% | $5,439-67.9% |
| Admin fee / account holder | $30 | $5,709-99.5% | $4,904-99.4% | $10,886-99.7% |