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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 | $88,754-71.2% | $81,820-68.8% | $145,877-82.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 21.09% | 1031.77%-1010.7pp | 777.93%-756.8pp | 551.28%-530.2pp |
| Employer contribution / active EE | $1,112 | $3,085-63.9% | $2,915-61.8% | $4,663-76.1% |
| Participant deferral / active EE | $1,665 | $4,648-64.2% | $4,323-61.5% | $6,691-75.1% |
| Admin fee / account holder | $25 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |