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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 | $67,837 | $101,672-33.3% | $147,117-53.9% | $74,478-8.9% |
| Participation rate | 58.0% | 75.5%-17.6pp | 82.2%-24.2pp | 67.2%-9.3pp |
| Annual return | 26.68% | 8757.83%-8731.1pp | 420.54%-393.9pp | 1370.56%-1343.9pp |
| Employer contribution / active EE | $1,751 | $3,813-54.1% | $4,932-64.5% | $2,626-33.3% |
| Participant deferral / active EE | $3,213 | $7,305-56.0% | $8,065-60.2% | $4,350-26.1% |
| Admin fee / account holder | $6 | $1,753-99.6% | $12,993-100.0% | $1,946-99.7% |