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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 | $41,981 | $118,877-64.7% | $96,570-56.5% | $167,536-74.9% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.8%-69.8pp | 82.1%-82.1pp |
| Annual return | 18.63% | 50.50%-31.9pp | 37.79%-19.2pp | 478.82%-460.2pp |
| Employer contribution / active EE | $1,806 | $3,121-42.1% | $2,357-23.4% | $4,839-62.7% |
| Participant deferral / active EE | $5,869 | $4,617+27.1% | $3,849+52.5% | $6,342-7.5% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |