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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 | $16,373 | $73,518-77.7% | $63,003-74.0% | $147,585-88.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 27.41% | 175.46%-148.1pp | 87.59%-60.2pp | 578.57%-551.2pp |
| Employer contribution / active EE | $3,115 | $3,322-6.3% | $2,760+12.8% | $4,876-36.1% |
| Participant deferral / active EE | $5,174 | $4,183+23.7% | $3,329+55.4% | $5,439-4.9% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |