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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 | $19,998 | $84,685-76.4% | $73,836-72.9% | $125,389-84.1% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | 0.49% | 3123.80%-3123.3pp | 2268.06%-2267.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,244 | $3,123-60.2% | $2,787-55.4% | $4,866-74.4% |
| Participant deferral / active EE | $5,153 | $3,993+29.1% | $3,583+43.8% | $5,352-3.7% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |