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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 | $124,860 | $176,688-29.3% | $130,660-4.4% | $152,909-18.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 21.76% | 2693.08%-2671.3pp | 1709.29%-1687.5pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,209 | $5,743-78.9% | $4,092-70.5% | $4,764-74.6% |
| Participant deferral / active EE | $5,849 | $4,362+34.1% | $3,603+62.3% | $5,8510% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |