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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 | $50,472 | $169,361-70.2% | $129,397-61.0% | $145,877-65.4% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 15.56% | 14395.54%-14380.0pp | 9453.98%-9438.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $506 | $5,542-90.9% | $4,154-87.8% | $4,663-89.1% |
| Participant deferral / active EE | $3,245 | $4,987-34.9% | $4,167-22.1% | $6,691-51.5% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |