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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 | $38,091 | $217,432-82.5% | $185,849-79.5% | $167,536-77.3% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 20.36% | 148.42%-128.1pp | 122.10%-101.7pp | 478.82%-458.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,160 | $6,357+44.1% | $5,569+64.5% | $6,342+44.4% |
| Admin fee / account holder | $172 | $19,818-99.1% | $16,244-98.9% | $12,315-98.6% |