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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 | $59,589 | $125,237-52.4% | $105,608-43.6% | $145,877-59.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 10.79% | 225.76%-215.0pp | 116.50%-105.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $933 | $3,720-74.9% | $3,167-70.6% | $4,663-80.0% |
| Participant deferral / active EE | $4,668 | $5,711-18.3% | $5,010-6.8% | $6,691-30.2% |
| Admin fee / account holder | $300 | $17,287-98.3% | $11,028-97.3% | $13,402-97.8% |