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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 | $52,349 | $109,905-52.4% | $98,506-46.9% | $167,553-68.8% |
| Participation rate | 27.8% | 75.8%-48.1pp | 73.3%-45.6pp | 82.1%-54.3pp |
| Annual return | 13.05% | 1960.20%-1947.2pp | 1494.92%-1481.9pp | 478.89%-465.8pp |
| Employer contribution / active EE | $1,218 | $3,226-62.2% | $2,961-58.9% | $4,840-74.8% |
| Participant deferral / active EE | $2,588 | $4,674-44.6% | $4,277-39.5% | $6,343-59.2% |
| Admin fee / account holder | $262 | $6,760-96.1% | $5,955-95.6% | $12,316-97.9% |