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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 | $52,778 | $96,388-45.2% | $80,627-34.5% | $139,466-62.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 25.02% | 1352.08%-1327.1pp | 936.76%-911.7pp | 373.66%-348.6pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,516 | $5,224-71.0% | $4,443-65.9% | $6,712-77.4% |
| Admin fee / account holder | $28 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |