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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 | $21,753 | $49,164-55.8% | $121,169-82.0% | $75,181-71.1% |
| Participation rate | 41.0% | 55.4%-14.4pp | 69.5%-28.5pp | 67.2%-26.2pp |
| Annual return | 30.17% | 56.03%-25.9pp | 986.71%-956.5pp | 160.69%-130.5pp |
| Employer contribution / active EE | $1,007 | $1,546-34.9% | $4,168-75.8% | $2,671-62.3% |
| Participant deferral / active EE | $2,844 | $2,628+8.2% | $4,083-30.3% | $4,126-31.1% |
| Admin fee / account holder | $93 | $3,942-97.6% | $5,645-98.3% | $5,650-98.3% |