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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 | $35,986 | $72,396-50.3% | $67,511-46.7% | $145,959-75.3% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 17.00% | 7194.07%-7177.1pp | 3517.41%-3500.4pp | 561.95%-545.0pp |
| Employer contribution / active EE | $1,182 | $3,071-61.5% | $2,733-56.7% | $4,661-74.6% |
| Participant deferral / active EE | $1,464 | $4,781-69.4% | $4,000-63.4% | $6,689-78.1% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |