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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 | $29,523 | $150,446-80.4% | $136,297-78.3% | $147,585-80.0% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 20.13% | 1049.14%-1029.0pp | 5156.19%-5136.1pp | 578.58%-558.5pp |
| Employer contribution / active EE | $889 | $5,256-83.1% | $4,696-81.1% | $4,876-81.8% |
| Participant deferral / active EE | $3,455 | $6,631-47.9% | $6,247-44.7% | $5,439-36.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |