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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 | $49,925 | $76,368-34.6% | $67,681-26.2% | $154,746-67.7% |
| Participation rate | 44.4% | 79.0%-34.5pp | 73.7%-29.3pp | 80.7%-36.3pp |
| Annual return | 21.12% | 1066.77%-1045.7pp | 590.58%-569.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $868 | $3,151-72.5% | $2,678-67.6% | $4,379-80.2% |
| Participant deferral / active EE | $5,425 | $4,824+12.5% | $3,976+36.5% | $6,730-19.4% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |