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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 | $45,008 | $52,353-14.0% | $120,225-62.6% | $82,448-45.4% |
| Participation rate | 36.8% | 58.3%-21.5pp | 69.6%-32.7pp | 68.1%-31.2pp |
| Annual return | 23.66% | 61.85%-38.2pp | 439.23%-415.6pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,441 | $1,510-4.6% | $3,475-58.5% | $2,551-43.5% |
| Participant deferral / active EE | $2,221 | $2,627-15.4% | $3,999-44.5% | $4,139-46.3% |
| Admin fee / account holder | $56 | $4,363-98.7% | $5,696-99.0% | $7,234-99.2% |