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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 | $22,574 | $92,766-75.7% | $82,763-72.7% | $134,545-83.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | 2.52% | 946.97%-944.5pp | 702.45%-699.9pp | 418.37%-415.8pp |
| Employer contribution / active EE | $959 | $3,273-70.7% | $3,008-68.1% | $4,742-79.8% |
| Participant deferral / active EE | $2,266 | $4,802-52.8% | $4,395-48.4% | $6,401-64.6% |
| Admin fee / account holder | $58 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |