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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 | $70,459 | $202,342-65.2% | $172,752-59.2% | $152,897-53.9% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 23.79% | 1029.83%-1006.0pp | 802.97%-779.2pp | 345.43%-321.6pp |
| Employer contribution / active EE | $3,036 | $5,858-48.2% | $5,144-41.0% | $4,764-36.3% |
| Participant deferral / active EE | $3,571 | $5,948-40.0% | $5,198-31.3% | $5,851-39.0% |
| Admin fee / account holder | $110 | $17,111-99.4% | $13,955-99.2% | $11,599-99.0% |