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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 | $28,189 | $156,963-82.0% | $121,204-76.7% | $139,466-79.8% |
| Participation rate | 58.8% | 76.5%-17.6pp | 69.5%-10.7pp | 80.3%-21.5pp |
| Annual return | 18.84% | 1476.75%-1457.9pp | 987.18%-968.3pp | 373.66%-354.8pp |
| Employer contribution / active EE | $733 | $5,544-86.8% | $4,170-82.4% | $4,754-84.6% |
| Participant deferral / active EE | $2,690 | $4,848-44.5% | $4,083-34.1% | $6,712-59.9% |
| Admin fee / account holder | $171 | $6,953-97.5% | $5,651-97.0% | $11,409-98.5% |