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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 | $27,939 | $150,412-81.4% | $120,574-76.8% | $145,884-80.8% |
| Participation rate | 63.6% | 78.8%-15.2pp | 71.9%-8.3pp | 80.3%-16.7pp |
| Annual return | 11.79% | 154.50%-142.7pp | 107.42%-95.6pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,192 | $4,355-49.7% | $3,471-36.8% | $4,662-53.0% |
| Participant deferral / active EE | $3,596 | $6,175-41.8% | $4,996-28.0% | $6,690-46.2% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |