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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 | $11,765 | $76,519-84.6% | $56,025-79.0% | $145,897-91.9% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 13.36% | 3017.03%-3003.7pp | 1712.69%-1699.3pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $807 | $2,624-69.3% | $1,955-58.7% | $6,689-87.9% |
| Admin fee / account holder | $84 | $3,331-97.5% | $2,828-97.0% | $13,390-99.4% |