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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 | $27,466 | $156,927-82.5% | $121,169-77.3% | $139,456-80.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 17.29% | 1475.85%-1458.6pp | 986.71%-969.4pp | 373.45%-356.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,640 | $4,848+16.3% | $4,083+38.1% | $6,711-16.0% |
| Admin fee / account holder | $98 | $6,946-98.6% | $5,645-98.3% | $11,407-99.1% |