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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 | $36,757 | $202,342-81.8% | $172,752-78.7% | $152,897-76.0% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 21.16% | 1029.83%-1008.7pp | 802.97%-781.8pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,394 | $5,858-76.2% | $5,144-72.9% | $4,764-70.7% |
| Participant deferral / active EE | $3,475 | $5,948-41.6% | $5,198-33.2% | $5,851-40.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |