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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 | $22,524 | $160,028-85.9% | $147,080-84.7% | $145,884-84.6% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 16.78% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,704 | $5,286-67.8% | $4,933-65.5% | $4,662-63.5% |
| Participant deferral / active EE | $4,174 | $8,422-50.4% | $8,066-48.3% | $6,690-37.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |