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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 | $35,117 | $76,522-54.1% | $56,033-37.3% | $145,884-75.9% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 33.00% | 3014.28%-2981.3pp | 1711.38%-1678.4pp | 551.85%-518.9pp |
| Employer contribution / active EE | $199 | $1,382-85.6% | $1,041-80.9% | $4,662-95.7% |
| Participant deferral / active EE | $392 | $2,624-85.1% | $1,954-80.0% | $6,690-94.1% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |