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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 | $7,055 | $96,388-92.7% | $80,627-91.2% | $139,466-94.9% |
| Participation rate | 29.2% | 73.6%-44.5pp | 67.0%-37.8pp | 80.3%-51.2pp |
| Annual return | 23.23% | 1352.08%-1328.8pp | 936.76%-913.5pp | 373.66%-350.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $888 | $5,224-83.0% | $4,443-80.0% | $6,712-86.8% |
| Admin fee / account holder | $23 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |