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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 | $24,674 | $96,643-74.5% | $86,617-71.5% | $139,456-82.3% |
| Participation rate | 52.9% | 74.4%-21.5pp | 71.7%-18.8pp | 80.3%-27.4pp |
| Annual return | 15.53% | 106.57%-91.0pp | 591.91%-576.4pp | 373.45%-357.9pp |
| Employer contribution / active EE | $2,451 | $3,264-24.9% | $3,023-18.9% | $4,753-48.4% |
| Participant deferral / active EE | $2,052 | $4,835-57.6% | $4,437-53.7% | $6,711-69.4% |
| Admin fee / account holder | $76 | $6,406-98.8% | $5,613-98.6% | $11,407-99.3% |