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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 | $213,015 | $88,778+139.9% | $81,844+160.3% | $145,884+46.0% |
| Participation rate | 22.2% | 75.1%-52.8pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 13.13% | 1033.03%-1019.9pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $418 | $3,087-86.4% | $2,916-85.7% | $4,662-91.0% |
| Participant deferral / active EE | $1,882 | $4,648-59.5% | $4,323-56.5% | $6,690-71.9% |
| Admin fee / account holder | $60 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |