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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 | $25,399 | $104,577-75.7% | $76,667-66.9% | $152,909-83.4% |
| Participation rate | 55.6% | 76.6%-21.1pp | 72.1%-16.5pp | 82.5%-26.9pp |
| Annual return | 25.17% | 1014.36%-989.2pp | 1166.74%-1141.6pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,228 | $3,119-60.6% | $2,303-46.7% | $4,764-74.2% |
| Participant deferral / active EE | $1,746 | $4,237-58.8% | $3,336-47.7% | $5,851-70.2% |
| Admin fee / account holder | $76 | $12,290-99.4% | $6,423-98.8% | $11,601-99.3% |