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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 | $25,565 | $175,257-85.4% | $149,717-82.9% | $139,456-81.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 24.54% | 166.70%-142.2pp | 134.41%-109.9pp | 373.45%-348.9pp |
| Employer contribution / active EE | $3,098 | $5,477-43.4% | $4,820-35.7% | $4,753-34.8% |
| Participant deferral / active EE | $5,042 | $6,521-22.7% | $5,682-11.3% | $6,711-24.9% |
| Admin fee / account holder | $34 | $16,156-99.8% | $13,213-99.7% | $11,407-99.7% |