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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 | $29,739 | $109,872-72.9% | $98,483-69.8% | $167,536-82.2% |
| Participation rate | 30.0% | 75.8%-45.8pp | 73.3%-43.3pp | 82.1%-52.1pp |
| Annual return | 9.62% | 1959.31%-1949.7pp | 1494.38%-1484.8pp | 478.82%-469.2pp |
| Employer contribution / active EE | $664 | $3,225-79.4% | $2,961-77.6% | $4,839-86.3% |
| Participant deferral / active EE | $2,448 | $4,673-47.6% | $4,276-42.8% | $6,342-61.4% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |