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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 | $25,151 | $118,708-78.8% | $98,920-74.6% | $158,982-84.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 20.54% | 372.49%-351.9pp | 196.47%-175.9pp | 302.99%-282.4pp |
| Employer contribution / active EE | $2,429 | $3,334-27.1% | $2,689-9.7% | $4,763-49.0% |
| Participant deferral / active EE | $2,429 | $5,089-52.3% | $4,245-42.8% | $5,983-59.4% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |