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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 | $88,754-73.1% | $81,820-70.8% | $145,877-83.6% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 14.78% | 1031.77%-1017.0pp | 777.93%-763.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,033 | $3,085-66.5% | $2,915-64.5% | $4,663-77.8% |
| Participant deferral / active EE | $1,667 | $4,648-64.1% | $4,323-61.4% | $6,691-75.1% |
| Admin fee / account holder | $60 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |