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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 | $57,886 | $100,060-42.1% | $149,721-61.3% | $70,126-17.5% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.1%-23.1pp | 69.5%-5.5pp |
| Annual return | 15.50% | 27.46%-12.0pp | 1501.67%-1486.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,122 | $3,661-42.0% | $5,444-61.0% | $2,343-9.4% |
| Participant deferral / active EE | $3,511 | $4,982-29.5% | $6,568-46.5% | $3,332+5.4% |
| Admin fee / account holder | $1 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |