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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 | $32,095 | $202,342-84.1% | $172,752-81.4% | $152,897-79.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 23.94% | 1029.83%-1005.9pp | 802.97%-779.0pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,494 | $5,858-74.5% | $5,144-71.0% | $4,764-68.6% |
| Participant deferral / active EE | $3,064 | $5,948-48.5% | $5,198-41.0% | $5,851-47.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |