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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 | $49,227 | $180,466-72.7% | $154,114-68.1% | $135,382-63.6% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | 10.13% | 888.15%-878.0pp | 735.16%-725.0pp | 519.77%-509.6pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,068 | $5,806-47.2% | $5,081-39.6% | $5,609-45.3% |
| Admin fee / account holder | $271 | $16,144-98.3% | $13,411-98.0% | $10,829-97.5% |