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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 | $15,398 | $76,608-79.9% | $56,077-72.5% | $145,877-89.4% |
| Participation rate | 29.4% | 63.2%-33.8pp | 52.5%-23.1pp | 80.3%-50.9pp |
| Annual return | 13.69% | 3009.59%-2995.9pp | 1709.28%-1695.6pp | 551.28%-537.6pp |
| Employer contribution / active EE | $521 | $1,382-62.3% | $1,040-50.0% | $4,663-88.8% |
| Participant deferral / active EE | $920 | $2,624-65.0% | $1,954-52.9% | $6,691-86.3% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |