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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 | $23,201 | $156,970-85.2% | $121,210-80.9% | $139,487-83.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 11677.94% | 1477.10%+10200.8pp | 987.41%+10690.5pp | 373.84%+11304.1pp |
| Employer contribution / active EE | $660 | $5,546-88.1% | $4,171-84.2% | $4,755-86.1% |
| Participant deferral / active EE | $768 | $4,849-84.2% | $4,084-81.2% | $6,713-88.6% |
| Admin fee / account holder | $17 | $6,947-99.8% | $5,647-99.7% | $11,407-99.8% |