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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 | $35,986 | $72,426-50.3% | $67,560-46.7% | $145,897-75.3% |
| Participation rate | 58.3% | 76.9%-18.6pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 17.00% | 7226.78%-7209.8pp | 3533.50%-3516.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,182 | $3,074-61.6% | $2,737-56.8% | $4,663-74.7% |
| Participant deferral / active EE | $1,464 | $4,785-69.4% | $4,004-63.4% | $6,689-78.1% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |