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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 | $40,855 | $100,911-59.5% | $90,440-54.8% | $158,966-74.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 20.02% | 1726.62%-1706.6pp | 1294.38%-1274.4pp | 302.95%-282.9pp |
| Employer contribution / active EE | $1,941 | $3,690-47.4% | $3,263-40.5% | $4,762-59.3% |
| Participant deferral / active EE | $4,326 | $4,348-0.5% | $3,964+9.1% | $5,983-27.7% |
| Admin fee / account holder | $20 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |