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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 | $18,731 | $156,927-88.1% | $121,169-84.5% | $139,456-86.6% |
| Participation rate | 38.9% | 76.4%-37.6pp | 69.5%-30.6pp | 80.3%-41.4pp |
| Annual return | 27.20% | 1475.85%-1448.6pp | 986.71%-959.5pp | 373.45%-346.2pp |
| Employer contribution / active EE | $306 | $5,542-94.5% | $4,168-92.6% | $4,753-93.6% |
| Participant deferral / active EE | $3,473 | $4,848-28.4% | $4,083-14.9% | $6,711-48.3% |
| Admin fee / account holder | $86 | $6,946-98.8% | $5,645-98.5% | $11,407-99.2% |