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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 | $28,912 | $109,905-73.7% | $98,506-70.6% | $167,553-82.7% |
| Participation rate | 52.4% | 75.8%-23.4pp | 73.3%-21.0pp | 82.1%-29.7pp |
| Annual return | 14.57% | 1960.20%-1945.6pp | 1494.92%-1480.3pp | 478.89%-464.3pp |
| Employer contribution / active EE | $579 | $3,226-82.1% | $2,961-80.5% | $4,840-88.0% |
| Participant deferral / active EE | $1,629 | $4,674-65.2% | $4,277-61.9% | $6,343-74.3% |
| Admin fee / account holder | $218 | $6,760-96.8% | $5,955-96.3% | $12,316-98.2% |