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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 | $37,091 | $70,366-47.3% | $66,674-44.4% | $138,895-73.3% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | 38.03% | 386.41%-348.4pp | 321.24%-283.2pp | 145.39%-107.4pp |
| Employer contribution / active EE | $570 | $2,765-79.4% | $2,620-78.2% | $4,194-86.4% |
| Participant deferral / active EE | $3,565 | $4,374-18.5% | $4,084-12.7% | $6,396-44.3% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |