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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 | $29,683 | $180,466-83.6% | $154,114-80.7% | $135,382-78.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 10.21% | 888.15%-877.9pp | 735.16%-725.0pp | 519.77%-509.6pp |
| Employer contribution / active EE | $1,933 | $6,035-68.0% | $5,298-63.5% | $4,779-59.6% |
| Participant deferral / active EE | $5,630 | $5,806-3.0% | $5,081+10.8% | $5,609+0.4% |
| Admin fee / account holder | $5 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |