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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 | $23,887 | $88,815-73.1% | $81,882-70.8% | $145,897-83.6% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 14.78% | 1033.75%-1019.0pp | 779.47%-764.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,033 | $3,086-66.5% | $2,916-64.6% | $4,663-77.8% |
| Participant deferral / active EE | $1,667 | $4,647-64.1% | $4,323-61.4% | $6,689-75.1% |
| Admin fee / account holder | $60 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |