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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 | $31,777 | $217,432-85.4% | $185,849-82.9% | $167,536-81.0% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 12.58% | 148.42%-135.8pp | 122.10%-109.5pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,278 | $5,875-78.3% | $5,169-75.3% | $4,839-73.6% |
| Participant deferral / active EE | $2,961 | $6,357-53.4% | $5,569-46.8% | $6,342-53.3% |
| Admin fee / account holder | $5 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |