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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 | $28,867 | $159,978-82.0% | $147,041-80.4% | $145,978-80.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.63% | 98.36%-77.7pp | 419.21%-398.6pp | 550.52%-529.9pp |
| Employer contribution / active EE | $3,285 | $5,288-37.9% | $4,935-33.4% | $4,662-29.5% |
| Participant deferral / active EE | $4,487 | $8,429-46.8% | $8,071-44.4% | $6,690-32.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |