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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 | $30,747 | $148,623-79.3% | $135,974-77.4% | $139,466-78.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $15,354 | $5,246+192.7% | $4,859+216.0% | $4,754+223.0% |
| Participant deferral / active EE | $3,700 | $8,103-54.3% | $7,760-52.3% | $6,712-44.9% |
| Admin fee / account holder | $22 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |