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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 | $27,666 | $180,749-84.7% | $160,784-82.8% | $137,256-79.8% |
| Participation rate | 57.9% | 80.0%-22.1pp | 77.0%-19.1pp | 80.0%-22.1pp |
| Annual return | 13.94% | 2234.46%-2220.5pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $909 | $4,155-78.1% | $3,733-75.7% | $4,156-78.1% |
| Participant deferral / active EE | $1,900 | $6,844-72.2% | $6,293-69.8% | $6,407-70.3% |
| Admin fee / account holder | $9 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |