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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 | $103,312 | $56,197+83.8% | $67,652+52.7% | $59,633+73.2% |
| Participation rate | 39.3% | 71.5%-32.2pp | 75.7%-36.4pp | 68.7%-29.4pp |
| Annual return | 2.61% | 18508.10%-18505.5pp | 6625.40%-6622.8pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $357 | $1,615-77.9% | $2,266-84.2% | $2,203-83.8% |
| Participant deferral / active EE | $2,069 | $2,844-27.2% | $3,560-41.9% | $3,192-35.2% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |