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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 | $32,215 | $77,449-58.4% | $69,483-53.6% | $152,909-78.9% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 15.94% | 39.09%-23.2pp | 28.99%-13.1pp | 345.46%-329.5pp |
| Employer contribution / active EE | $2,670 | $3,316-19.5% | $2,780-3.9% | $4,764-44.0% |
| Participant deferral / active EE | $3,923 | $4,415-11.1% | $3,537+10.9% | $5,851-33.0% |
| Admin fee / account holder | $26 | $6,210-99.6% | $3,841-99.3% | $11,601-99.8% |