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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 | $63,555 | $159,934-60.3% | $147,005-56.8% | $145,959-56.5% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 26.16% | 98.24%-72.1pp | 418.76%-392.6pp | 561.95%-535.8pp |
| Employer contribution / active EE | $1,569 | $5,287-70.3% | $4,934-68.2% | $4,661-66.3% |
| Participant deferral / active EE | $3,658 | $8,427-56.6% | $8,070-54.7% | $6,689-45.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |