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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 | $25,773 | $84,708-69.6% | $75,714-66.0% | $167,536-84.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 19.07% | 199.62%-180.6pp | 104.62%-85.6pp | 478.82%-459.7pp |
| Employer contribution / active EE | $1,638 | $3,231-49.3% | $2,744-40.3% | $4,839-66.1% |
| Participant deferral / active EE | $3,086 | $4,577-32.6% | $3,820-19.2% | $6,342-51.3% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |