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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 | $53,948 | $100,911-46.5% | $90,440-40.3% | $158,966-66.1% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 16.67% | 1726.62%-1709.9pp | 1294.38%-1277.7pp | 302.95%-286.3pp |
| Employer contribution / active EE | $406 | $3,690-89.0% | $3,263-87.6% | $4,762-91.5% |
| Participant deferral / active EE | $3,579 | $4,348-17.7% | $3,964-9.7% | $5,983-40.2% |
| Admin fee / account holder | $10 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |