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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 | $84,493 | $150,447-43.8% | $136,298-38.0% | $147,586-42.8% |
| Participation rate | 54.2% | 84.4%-30.3pp | 81.9%-27.8pp | 82.8%-28.7pp |
| Annual return | 21.70% | 1049.15%-1027.5pp | 5156.27%-5134.6pp | 578.59%-556.9pp |
| Employer contribution / active EE | $1,421 | $5,256-73.0% | $4,696-69.7% | $4,876-70.9% |
| Participant deferral / active EE | $3,878 | $6,631-41.5% | $6,247-37.9% | $5,439-28.7% |
| Admin fee / account holder | $74 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |