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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 | $31,025 | $160,028-80.6% | $147,080-78.9% | $145,884-78.7% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 78.90% | 98.60%-19.7pp | 420.17%-341.3pp | 551.85%-472.9pp |
| Employer contribution / active EE | $2,388 | $5,286-54.8% | $4,933-51.6% | $4,662-48.8% |
| Participant deferral / active EE | $6,334 | $8,422-24.8% | $8,066-21.5% | $6,690-5.3% |
| Admin fee / account holder | $45 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |