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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 | $29,041 | $88,710-67.3% | $81,783-64.5% | $145,959-80.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 11.66% | 1027.26%-1015.6pp | 775.05%-763.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $339 | $3,083-89.0% | $2,913-88.4% | $4,661-92.7% |
| Participant deferral / active EE | $2,565 | $4,645-44.8% | $4,320-40.6% | $6,689-61.7% |
| Admin fee / account holder | $17 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |