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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 | $16,133 | $88,778-81.8% | $81,844-80.3% | $145,884-88.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 18.21% | 1033.03%-1014.8pp | 778.87%-760.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,893 | $3,087-38.7% | $2,916-35.1% | $4,662-59.4% |
| Participant deferral / active EE | $2,216 | $4,648-52.3% | $4,323-48.7% | $6,690-66.9% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |