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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 | $25,100 | $106,008-76.3% | $92,240-72.8% | $147,586-83.0% |
| Participation rate | 68.8% | 80.4%-11.7pp | 76.5%-7.7pp | 82.8%-14.1pp |
| Annual return | 26.59% | 50.05%-23.5pp | 176.29%-149.7pp | 578.59%-552.0pp |
| Employer contribution / active EE | $1,737 | $4,333-59.9% | $3,680-52.8% | $4,876-64.4% |
| Participant deferral / active EE | $4,142 | $4,478-7.5% | $3,897+6.3% | $5,439-23.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |