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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 | $23,168 | $90,691-74.5% | $76,119-69.6% | $145,884-84.1% |
| Participation rate | 31.6% | 74.5%-42.9pp | 69.1%-37.5pp | 80.3%-48.7pp |
| Annual return | 23.20% | 624.52%-601.3pp | 361.25%-338.0pp | 551.85%-528.7pp |
| Employer contribution / active EE | $1,060 | $3,329-68.2% | $2,693-60.6% | $4,662-77.3% |
| Participant deferral / active EE | $2,753 | $5,167-46.7% | $4,259-35.4% | $6,690-58.8% |
| Admin fee / account holder | $252 | $8,383-97.0% | $6,421-96.1% | $13,392-98.1% |