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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 | $16,850 | $96,419-82.5% | $80,648-79.1% | $139,487-87.9% |
| Participation rate | 61.9% | 73.6%-11.7pp | 67.0%-5.1pp | 80.3%-18.4pp |
| Annual return | 17.04% | 1352.86%-1335.8pp | 937.21%-920.2pp | 373.84%-356.8pp |
| Employer contribution / active EE | $692 | $3,261-78.8% | $2,724-74.6% | $4,755-85.4% |
| Participant deferral / active EE | $2,272 | $5,225-56.5% | $4,443-48.9% | $6,713-66.2% |
| Admin fee / account holder | $172 | $6,605-97.4% | $5,382-96.8% | $11,407-98.5% |