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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 | $19,364 | $176,688-89.0% | $130,660-85.2% | $152,909-87.3% |
| Participation rate | 65.0% | 79.0%-14.0pp | 71.7%-6.7pp | 82.5%-17.5pp |
| Annual return | 28.85% | 2693.08%-2664.2pp | 1709.29%-1680.4pp | 345.46%-316.6pp |
| Employer contribution / active EE | $1,388 | $5,743-75.8% | $4,092-66.1% | $4,764-70.9% |
| Participant deferral / active EE | $2,701 | $4,362-38.1% | $3,603-25.0% | $5,851-53.8% |
| Admin fee / account holder | $22 | $7,131-99.7% | $5,463-99.6% | $11,601-99.8% |