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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 | $25,217 | $88,778-71.6% | $81,844-69.2% | $145,884-82.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.38% | 1033.03%-1017.6pp | 778.87%-763.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,554 | $3,087-49.6% | $2,916-46.7% | $4,662-66.7% |
| Participant deferral / active EE | $3,807 | $4,648-18.1% | $4,323-11.9% | $6,690-43.1% |
| Admin fee / account holder | $151 | $8,430-98.2% | $7,355-97.9% | $13,392-98.9% |