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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 | $10,644 | $100,868-89.4% | $90,414-88.2% | $158,931-93.3% |
| Participation rate | 35.0% | 75.0%-40.0pp | 72.7%-37.7pp | 82.0%-47.0pp |
| Annual return | 22.02% | 1724.58%-1702.6pp | 1293.19%-1271.2pp | 302.86%-280.8pp |
| Employer contribution / active EE | $1,084 | $3,689-70.6% | $3,262-66.8% | $4,761-77.2% |
| Participant deferral / active EE | $1,722 | $4,348-60.4% | $3,963-56.5% | $5,982-71.2% |
| Admin fee / account holder | $134 | $6,502-97.9% | $5,611-97.6% | $11,247-98.8% |