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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 | $20,453 | $160,070-87.2% | $147,117-86.1% | $145,897-86.0% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.2pp |
| Annual return | 18.76% | 98.69%-79.9pp | 420.54%-401.8pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,201 | $5,285-77.3% | $4,932-75.7% | $4,663-74.2% |
| Participant deferral / active EE | $3,565 | $8,419-57.7% | $8,065-55.8% | $6,689-46.7% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |