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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 | $25,657 | $202,440-87.3% | $169,390-84.9% | $139,466-81.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 22.46% | 532.36%-509.9pp | 406.07%-383.6pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,500 | $4,693-68.0% | $4,013-62.6% | $4,754-68.4% |
| Participant deferral / active EE | $3,700 | $6,940-46.7% | $6,222-40.5% | $6,712-44.9% |
| Admin fee / account holder | $63 | $10,722-99.4% | $9,015-99.3% | $11,409-99.5% |