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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 | $31,287 | $100,938-69.0% | $90,461-65.4% | $158,982-80.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 17.89% | 1727.20%-1709.3pp | 1294.76%-1276.9pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,228 | $3,691-66.7% | $3,264-62.4% | $4,763-74.2% |
| Participant deferral / active EE | $3,255 | $4,350-25.2% | $3,964-17.9% | $5,983-45.6% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |