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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 | $23,179 | $104,544-77.8% | $76,657-69.8% | $152,897-84.8% |
| Participation rate | 42.1% | 76.6%-34.5pp | 72.1%-30.0pp | 82.5%-40.3pp |
| Annual return | 35.00% | 1014.36%-979.4pp | 1166.74%-1131.7pp | 345.43%-310.4pp |
| Employer contribution / active EE | $634 | $3,118-79.7% | $2,303-72.5% | $4,764-86.7% |
| Participant deferral / active EE | $3,966 | $4,236-6.4% | $3,335+18.9% | $5,851-32.2% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |