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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 | $29,093 | $99,011-70.6% | $86,582-66.4% | $147,586-80.3% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 20.10% | 1312.75%-1292.6pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,804 | $3,132-42.4% | $2,839-36.5% | $4,876-63.0% |
| Participant deferral / active EE | $5,644 | $3,972+42.1% | $3,609+56.4% | $5,439+3.8% |
| Admin fee / account holder | $13 | $5,709-99.8% | $4,904-99.7% | $10,886-99.9% |