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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 | $10,919 | $76,522-85.7% | $56,033-80.5% | $145,884-92.5% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 28.76% | 3014.28%-2985.5pp | 1711.38%-1682.6pp | 551.85%-523.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $283 | $2,624-89.2% | $1,954-85.5% | $6,690-95.8% |
| Admin fee / account holder | $43 | $3,328-98.7% | $2,827-98.5% | $13,392-99.7% |