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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 | $20,627 | $88,778-76.8% | $81,844-74.8% | $145,884-85.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.15% | 1033.03%-1021.9pp | 778.87%-767.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $540 | $3,087-82.5% | $2,916-81.5% | $4,662-88.4% |
| Participant deferral / active EE | $3,862 | $4,648-16.9% | $4,323-10.7% | $6,690-42.3% |
| Admin fee / account holder | $217 | $8,430-97.4% | $7,355-97.1% | $13,392-98.4% |