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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 | $21,275 | $76,608-72.2% | $56,077-62.1% | $145,877-85.4% |
| Participation rate | 5.0% | 63.2%-58.2pp | 52.5%-47.5pp | 80.3%-75.3pp |
| Annual return | 17.78% | 3009.59%-2991.8pp | 1709.28%-1691.5pp | 551.28%-533.5pp |
| Employer contribution / active EE | $148 | $1,382-89.3% | $1,040-85.8% | $4,663-96.8% |
| Participant deferral / active EE | $276 | $2,624-89.5% | $1,954-85.9% | $6,691-95.9% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |