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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 | $89,391 | $88,702+0.8% | $81,780+9.3% | $145,978-38.8% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 14.49% | 1029.12%-1014.6pp | 776.27%-761.8pp | 550.52%-536.0pp |
| Employer contribution / active EE | $985 | $3,084-68.1% | $2,914-66.2% | $4,662-78.9% |
| Participant deferral / active EE | $1,969 | $4,645-57.6% | $4,321-54.4% | $6,690-70.6% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |