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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 | $97,433 | $202,345-51.8% | $172,755-43.6% | $152,885-36.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 14.39% | 1029.77%-1015.4pp | 802.94%-788.5pp | 345.39%-331.0pp |
| Employer contribution / active EE | $1,268 | $5,858-78.4% | $5,144-75.4% | $4,763-73.4% |
| Participant deferral / active EE | $4,450 | $5,948-25.2% | $5,198-14.4% | $5,851-23.9% |
| Admin fee / account holder | $17 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |