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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 | $160,040-80.6% | $147,096-78.9% | $145,877-78.7% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 78.90% | 98.49%-19.6pp | 419.75%-340.8pp | 551.28%-472.4pp |
| Employer contribution / active EE | $2,388 | $5,289-54.9% | $4,936-51.6% | $4,663-48.8% |
| Participant deferral / active EE | $6,334 | $8,429-24.9% | $8,071-21.5% | $6,691-5.3% |
| Admin fee / account holder | $45 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |