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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 | $32,682 | $124,175-73.7% | $108,405-69.9% | $167,536-80.5% |
| Participation rate | 33.3% | 82.3%-49.0pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 18.07% | 1380.13%-1362.1pp | 905.55%-887.5pp | 478.82%-460.7pp |
| Employer contribution / active EE | $3,190 | $4,188-23.8% | $3,559-10.4% | $4,839-34.1% |
| Participant deferral / active EE | $7,277 | $6,908+5.3% | $6,563+10.9% | $6,342+14.7% |
| Admin fee / account holder | $103 | $9,457-98.9% | $7,297-98.6% | $12,315-99.2% |