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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 | $13,049 | $88,815-85.3% | $81,882-84.1% | $145,897-91.1% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 15.24% | 1033.75%-1018.5pp | 779.47%-764.2pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,586 | $3,086-48.6% | $2,916-45.6% | $4,663-66.0% |
| Participant deferral / active EE | $2,170 | $4,647-53.3% | $4,323-49.8% | $6,689-67.6% |
| Admin fee / account holder | $255 | $8,434-97.0% | $7,360-96.5% | $13,390-98.1% |