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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 | $30,114 | $175,257-82.8% | $149,717-79.9% | $139,456-78.4% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 19.41% | 166.70%-147.3pp | 134.41%-115.0pp | 373.45%-354.0pp |
| Employer contribution / active EE | $2,244 | $5,477-59.0% | $4,820-53.4% | $4,753-52.8% |
| Participant deferral / active EE | $2,792 | $6,521-57.2% | $5,682-50.9% | $6,711-58.4% |
| Admin fee / account holder | $14 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |