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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 | $73,707 | $106,008-30.5% | $92,240-20.1% | $147,586-50.1% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.5%-46.5pp | 82.8%-52.8pp |
| Annual return | 17.18% | 50.05%-32.9pp | 176.29%-159.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $792 | $4,333-81.7% | $3,680-78.5% | $4,876-83.8% |
| Participant deferral / active EE | $2,200 | $4,478-50.9% | $3,897-43.6% | $5,439-59.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |