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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 | $20,644 | $99,011-79.1% | $86,582-76.2% | $147,586-86.0% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 14.77% | 1312.75%-1298.0pp | 965.08%-950.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,060 | $3,132-66.2% | $2,839-62.7% | $4,876-78.3% |
| Participant deferral / active EE | $1,592 | $3,972-59.9% | $3,609-55.9% | $5,439-70.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |