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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 | $86,874 | $180,749-51.9% | $160,784-46.0% | $137,256-36.7% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 19.09% | 2234.46%-2215.4pp | 1803.92%-1784.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,835 | $4,155-55.8% | $3,733-50.8% | $4,156-55.8% |
| Participant deferral / active EE | $9,242 | $6,844+35.0% | $6,293+46.9% | $6,407+44.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |