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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 | $56,677 | $106,003-46.5% | $92,236-38.6% | $147,585-61.6% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 13.19% | 50.05%-36.9pp | 176.29%-163.1pp | 578.57%-565.4pp |
| Employer contribution / active EE | $865 | $4,333-80.0% | $3,679-76.5% | $4,876-82.3% |
| Participant deferral / active EE | $1,488 | $4,478-66.8% | $3,897-61.8% | $5,439-72.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |