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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 | $57,079 | $49,199+16.0% | $121,210-52.9% | $75,177-24.1% |
| Participation rate | 11.5% | 55.4%-43.9pp | 69.5%-58.1pp | 67.2%-55.7pp |
| Annual return | 19.72% | 56.04%-36.3pp | 987.41%-967.7pp | 160.75%-141.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $809 | $2,630-69.2% | $4,084-80.2% | $4,126-80.4% |
| Admin fee / account holder | $48 | $3,946-98.8% | $5,647-99.1% | $5,651-99.1% |