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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 | $34,618 | $180,462-80.8% | $154,111-77.5% | $135,379-74.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.58% | 888.17%-895.8pp | 735.18%-742.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $1,613 | $6,036-73.3% | $5,298-69.6% | $4,779-66.3% |
| Participant deferral / active EE | $3,363 | $5,806-42.1% | $5,081-33.8% | $5,609-40.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |