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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 | $7,194 | $81,749-91.2% | $58,544-87.7% | $139,456-94.8% |
| Participation rate | 29.4% | 61.3%-31.9pp | 50.9%-21.4pp | 80.3%-50.9pp |
| Annual return | 21.10% | 7425.45%-7404.3pp | 4249.56%-4228.5pp | 373.45%-352.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $983 | $2,555-61.5% | $1,923-48.9% | $6,711-85.4% |
| Admin fee / account holder | $264 | $3,272-91.9% | $2,520-89.5% | $11,407-97.7% |