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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 | $24,146 | $114,093-78.8% | $96,171-74.9% | $167,536-85.6% |
| Participation rate | 44.4% | 75.1%-30.6pp | 68.4%-24.0pp | 82.1%-37.7pp |
| Annual return | 15.38% | 190.00%-174.6pp | 192.04%-176.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $973 | $3,429-71.6% | $2,799-65.2% | $4,839-79.9% |
| Participant deferral / active EE | $1,223 | $5,197-76.5% | $4,350-71.9% | $6,342-80.7% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |