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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 | $40,469 | $180,459-77.6% | $154,108-73.7% | $135,380-70.1% |
| Participation rate | 31.6% | 87.4%-55.8pp | 83.0%-51.5pp | 82.6%-51.1pp |
| Annual return | -3.04% | 888.21%-891.3pp | 735.21%-738.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $1,534 | $6,035-74.6% | $5,298-71.0% | $4,779-67.9% |
| Participant deferral / active EE | $2,816 | $5,806-51.5% | $5,081-44.6% | $5,609-49.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |