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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 | $225,171 | $155,833+44.5% | $124,693+80.6% | $167,536+34.4% |
| Participation rate | 25.0% | 81.1%-56.1pp | 74.6%-49.6pp | 82.1%-57.1pp |
| Annual return | 10.00% | 17.98%-8.0pp | 5144.19%-5134.2pp | 478.82%-468.8pp |
| Employer contribution / active EE | $947 | $4,164-77.3% | $3,324-71.5% | $4,839-80.4% |
| Participant deferral / active EE | $6,500 | $5,675+14.5% | $4,615+40.8% | $6,342+2.5% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |