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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 | $45,120 | $88,815-49.2% | $81,882-44.9% | $145,897-69.1% |
| Participation rate | 38.1% | 75.1%-37.0pp | 72.4%-34.3pp | 80.3%-42.2pp |
| Annual return | 13.56% | 1033.75%-1020.2pp | 779.47%-765.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $742 | $3,086-76.0% | $2,916-74.6% | $4,663-84.1% |
| Participant deferral / active EE | $3,714 | $4,647-20.1% | $4,323-14.1% | $6,689-44.5% |
| Admin fee / account holder | $33 | $8,434-99.6% | $7,360-99.5% | $13,390-99.8% |