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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 | $47,204 | $99,011-52.3% | $86,582-45.5% | $147,586-68.0% |
| Participation rate | 61.1% | 76.3%-15.2pp | 73.5%-12.4pp | 82.8%-21.7pp |
| Annual return | 15.50% | 1312.75%-1297.2pp | 965.08%-949.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $776 | $3,132-75.2% | $2,839-72.7% | $4,876-84.1% |
| Participant deferral / active EE | $3,290 | $3,972-17.2% | $3,609-8.8% | $5,439-39.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |