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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 | $66,323 | $202,342-67.2% | $172,752-61.6% | $152,897-56.6% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 22.55% | 1029.83%-1007.3pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,775 | $5,858-69.7% | $5,144-65.5% | $4,764-62.7% |
| Participant deferral / active EE | $3,354 | $5,948-43.6% | $5,198-35.5% | $5,851-42.7% |
| Admin fee / account holder | $271 | $17,111-98.4% | $13,955-98.1% | $11,599-97.7% |