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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 | $57,807 | $96,388-40.0% | $80,627-28.3% | $139,466-58.6% |
| Participation rate | 36.8% | 73.6%-36.8pp | 67.0%-30.2pp | 80.3%-43.5pp |
| Annual return | 15.80% | 1352.08%-1336.3pp | 936.76%-921.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $488 | $3,260-85.0% | $2,723-82.1% | $4,754-89.7% |
| Participant deferral / active EE | $1,990 | $5,224-61.9% | $4,443-55.2% | $6,712-70.4% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |