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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 | $50,017 | $88,710-43.6% | $81,783-38.8% | $145,959-65.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 13.19% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $819 | $3,083-73.5% | $2,913-71.9% | $4,661-82.4% |
| Participant deferral / active EE | $2,537 | $4,645-45.4% | $4,320-41.3% | $6,689-62.1% |
| Admin fee / account holder | $257 | $8,407-96.9% | $7,380-96.5% | $13,398-98.1% |