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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 | $41,437 | $76,608-45.9% | $56,077-26.1% | $145,877-71.6% |
| Participation rate | 5.9% | 63.2%-57.4pp | 52.5%-46.6pp | 80.3%-74.4pp |
| Annual return | 15.20% | 3009.59%-2994.4pp | 1709.28%-1694.1pp | 551.28%-536.1pp |
| Employer contribution / active EE | $229 | $1,382-83.5% | $1,040-78.0% | $4,663-95.1% |
| Participant deferral / active EE | $571 | $2,624-78.2% | $1,954-70.8% | $6,691-91.5% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |