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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 | $63,639 | $72,426-12.1% | $67,560-5.8% | $145,897-56.4% |
| Participation rate | 55.0% | 76.9%-21.9pp | 72.9%-17.9pp | 80.3%-25.3pp |
| Annual return | 15.77% | 7226.78%-7211.0pp | 3533.50%-3517.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,737 | $3,074-43.5% | $2,737-36.5% | $4,663-62.8% |
| Participant deferral / active EE | $7,680 | $4,785+60.5% | $4,004+91.8% | $6,689+14.8% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |