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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 | $51,655 | $169,361-69.5% | $129,397-60.1% | $145,877-64.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 17.13% | 14395.54%-14378.4pp | 9453.98%-9436.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,860 | $5,542-66.4% | $4,154-55.2% | $4,663-60.1% |
| Participant deferral / active EE | $5,244 | $4,987+5.1% | $4,167+25.8% | $6,691-21.6% |
| Admin fee / account holder | $192 | $9,903-98.1% | $7,679-97.5% | $13,402-98.6% |