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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 | $12,098 | $90,606-86.6% | $79,466-84.8% | $135,379-91.1% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | 62.95% | 977.69%-914.7pp | 718.28%-655.3pp | 519.79%-456.8pp |
| Employer contribution / active EE | $1,210 | $3,068-60.5% | $2,800-56.8% | $4,779-74.7% |
| Participant deferral / active EE | $1,996 | $4,050-50.7% | $3,704-46.1% | $5,609-64.4% |
| Admin fee / account holder | $191 | $5,895-96.8% | $5,104-96.3% | $10,828-98.2% |