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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 | $59,719 | $100,895-40.8% | $90,430-34.0% | $158,950-62.4% |
| Participation rate | 17.6% | 75.0%-57.4pp | 72.7%-55.0pp | 82.0%-64.3pp |
| Annual return | 19.59% | 1725.54%-1706.0pp | 1293.73%-1274.1pp | 302.91%-283.3pp |
| Employer contribution / active EE | $301 | $3,689-91.8% | $3,262-90.8% | $4,762-93.7% |
| Participant deferral / active EE | $2,015 | $4,347-53.6% | $3,963-49.1% | $5,983-66.3% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |