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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 | $33,606 | $88,754-62.1% | $81,820-58.9% | $145,877-77.0% |
| Participation rate | 43.8% | 75.1%-31.3pp | 72.4%-28.6pp | 80.3%-36.6pp |
| Annual return | 14.60% | 1031.77%-1017.2pp | 777.93%-763.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,002 | $3,085-67.5% | $2,915-65.6% | $4,663-78.5% |
| Participant deferral / active EE | $2,260 | $4,648-51.4% | $4,323-47.7% | $6,691-66.2% |
| Admin fee / account holder | $153 | $8,424-98.2% | $7,391-97.9% | $13,402-98.9% |