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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 | $67,893 | $100,911-32.7% | $90,440-24.9% | $158,966-57.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 18.07% | 1726.62%-1708.6pp | 1294.38%-1276.3pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,755 | $3,690-52.4% | $3,263-46.2% | $4,762-63.1% |
| Participant deferral / active EE | $3,933 | $4,348-9.5% | $3,964-0.8% | $5,983-34.3% |
| Admin fee / account holder | $141 | $6,507-97.8% | $5,615-97.5% | $11,250-98.7% |