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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 | $30,277 | $157,276-80.7% | $141,177-78.6% | $152,885-80.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 32.13% | 64.33%-32.2pp | 71.40%-39.3pp | 345.39%-313.3pp |
| Employer contribution / active EE | $2,111 | $5,262-59.9% | $4,736-55.4% | $4,763-55.7% |
| Participant deferral / active EE | $3,148 | $7,110-55.7% | $6,710-53.1% | $5,851-46.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |