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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 | $34,714 | $84,697-59.0% | $73,845-53.0% | $125,393-72.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 22.86% | 3123.66%-3100.8pp | 2267.91%-2245.0pp | 282.23%-259.4pp |
| Employer contribution / active EE | $2,198 | $3,123-29.6% | $2,788-21.2% | $4,866-54.8% |
| Participant deferral / active EE | $2,235 | $3,993-44.0% | $3,583-37.6% | $5,351-58.2% |
| Admin fee / account holder | $10 | $5,692-99.8% | $4,881-99.8% | $9,541-99.9% |