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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 | $52,910 | $171,492-69.1% | $150,734-64.9% | $198,609-73.4% |
| Participation rate | 42.9% | 81.4%-38.6pp | 78.4%-35.6pp | 82.4%-39.5pp |
| Annual return | 19.65% | 804.70%-785.1pp | 600.81%-581.2pp | 202.70%-183.1pp |
| Employer contribution / active EE | $2,096 | $5,470-61.7% | $4,918-57.4% | $5,055-58.5% |
| Participant deferral / active EE | $5,391 | $6,259-13.9% | $5,610-3.9% | $6,977-22.7% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |