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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 | $27,788 | $99,031-71.9% | $86,597-67.9% | $147,585-81.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 19.35% | 1312.56%-1293.2pp | 964.96%-945.6pp | 578.57%-559.2pp |
| Employer contribution / active EE | $1,663 | $3,132-46.9% | $2,840-41.4% | $4,876-65.9% |
| Participant deferral / active EE | $3,561 | $3,972-10.4% | $3,609-1.3% | $5,439-34.5% |
| Admin fee / account holder | $241 | $5,711-95.8% | $4,906-95.1% | $10,885-97.8% |