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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 | $25,566 | $88,778-71.2% | $81,844-68.8% | $145,884-82.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 21.09% | 1033.03%-1011.9pp | 778.87%-757.8pp | 551.85%-530.8pp |
| Employer contribution / active EE | $1,112 | $3,087-64.0% | $2,916-61.9% | $4,662-76.1% |
| Participant deferral / active EE | $1,665 | $4,648-64.2% | $4,323-61.5% | $6,690-75.1% |
| Admin fee / account holder | $25 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |