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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 | $49,668 | $72,446-31.4% | $67,561-26.5% | $145,877-66.0% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 17.01% | 7211.98%-7195.0pp | 3525.44%-3508.4pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,891 | $3,072-5.9% | $2,735+5.7% | $4,663-38.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $23 | $5,541-99.6% | $4,006-99.4% | $13,402-99.8% |