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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 | $30,053 | $57,305-47.6% | $86,640-65.3% | $75,173-60.0% |
| Participation rate | 20.0% | 63.2%-43.2pp | 71.7%-51.7pp | 67.2%-47.2pp |
| Annual return | 34.93% | 2674.24%-2639.3pp | 592.52%-557.6pp | 160.72%-125.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,505 | $3,320+5.6% | $4,438-21.0% | $4,126-15.1% |
| Admin fee / account holder | $90 | $4,116-97.8% | $5,616-98.4% | $5,651-98.4% |