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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 | $156,927-82.0% | $121,169-76.7% | $139,456-79.8% |
| Participation rate | 58.8% | 76.4%-17.6pp | 69.5%-10.7pp | 80.3%-21.5pp |
| Annual return | 18.84% | 1475.85%-1457.0pp | 986.71%-967.9pp | 373.45%-354.6pp |
| Employer contribution / active EE | $733 | $5,542-86.8% | $4,168-82.4% | $4,753-84.6% |
| Participant deferral / active EE | $2,690 | $4,848-44.5% | $4,083-34.1% | $6,711-59.9% |
| Admin fee / account holder | $171 | $6,946-97.5% | $5,645-97.0% | $11,407-98.5% |