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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 | $38,497 | $99,031-61.1% | $86,597-55.5% | $147,585-73.9% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 18.67% | 1312.56%-1293.9pp | 964.96%-946.3pp | 578.57%-559.9pp |
| Employer contribution / active EE | $1,615 | $3,132-48.4% | $2,840-43.1% | $4,876-66.9% |
| Participant deferral / active EE | $2,134 | $3,972-46.3% | $3,609-40.9% | $5,439-60.8% |
| Admin fee / account holder | $25 | $5,711-99.6% | $4,906-99.5% | $10,885-99.8% |