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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 | $52,343 | $109,863-52.4% | $98,477-46.8% | $167,518-68.8% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 15.00% | 1958.09%-1943.1pp | 1493.59%-1478.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $606 | $3,225-81.2% | $2,961-79.5% | $4,838-87.5% |
| Participant deferral / active EE | $2,333 | $4,673-50.1% | $4,276-45.5% | $6,342-63.2% |
| Admin fee / account holder | $20 | $6,755-99.7% | $5,951-99.7% | $12,312-99.8% |