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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 | $39,587 | $110,801-64.3% | $86,615-54.3% | $167,536-76.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 71.6%-5.0pp | 82.1%-15.4pp |
| Annual return | 21.56% | 116.96%-95.4pp | 63.51%-42.0pp | 478.82%-457.3pp |
| Employer contribution / active EE | $1,769 | $3,245-45.5% | $2,496-29.1% | $4,839-63.4% |
| Participant deferral / active EE | $2,300 | $4,547-49.4% | $3,699-37.8% | $6,342-63.7% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |