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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 | $82,358 | $45,152+82.4% | $73,836+11.5% | $59,633+38.1% |
| Participation rate | 40.0% | 64.0%-24.0pp | 73.4%-33.4pp | 68.7%-28.7pp |
| Annual return | 1.27% | 27.40%-26.1pp | 2268.06%-2266.8pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $962 | $1,901-49.4% | $2,787-65.5% | $2,203-56.3% |
| Participant deferral / active EE | $2,754 | $2,573+7.0% | $3,583-23.1% | $3,192-13.7% |
| Admin fee / account holder | $127 | $3,515-96.4% | $4,882-97.4% | $4,297-97.0% |