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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 | $53,675 | $150,446-64.3% | $136,297-60.6% | $147,585-63.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 16.90% | 1049.14%-1032.2pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $893 | $5,256-83.0% | $4,696-81.0% | $4,876-81.7% |
| Participant deferral / active EE | $3,615 | $6,631-45.5% | $6,247-42.1% | $5,439-33.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |