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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 | $40,029 | $138,076-71.0% | $123,553-67.6% | $135,380-70.4% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | 4.15% | 153.70%-149.6pp | 119.21%-115.1pp | 519.81%-515.7pp |
| Employer contribution / active EE | $1,167 | $5,152-77.4% | $4,628-74.8% | $4,779-75.6% |
| Participant deferral / active EE | $5,005 | $6,800-26.4% | $6,426-22.1% | $5,609-10.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |