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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 | $41,253 | $152,612-73.0% | $125,192-67.0% | $152,897-73.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 23.94% | 54.85%-30.9pp | 43.79%-19.9pp | 345.43%-321.5pp |
| Employer contribution / active EE | $2,040 | $4,947-58.8% | $3,866-47.2% | $4,764-57.2% |
| Participant deferral / active EE | $2,550 | $5,868-56.5% | $4,937-48.4% | $5,851-56.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |