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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 | $87,469 | $202,342-56.8% | $172,753-49.4% | $152,909-42.8% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 28.62% | 1029.88%-1001.3pp | 803.00%-774.4pp | 345.46%-316.8pp |
| Employer contribution / active EE | $1,698 | $5,857-71.0% | $5,144-67.0% | $4,764-64.4% |
| Participant deferral / active EE | $3,616 | $5,948-39.2% | $5,198-30.4% | $5,851-38.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |