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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 | $55,578 | $100,938-44.9% | $90,461-38.6% | $158,982-65.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 20.49% | 1727.20%-1706.7pp | 1294.76%-1274.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $2,136 | $3,691-42.1% | $3,264-34.6% | $4,763-55.2% |
| Participant deferral / active EE | $8,189 | $4,350+88.3% | $3,964+106.6% | $5,983+36.9% |
| Admin fee / account holder | $59 | $6,510-99.1% | $5,617-99.0% | $11,252-99.5% |