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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 | $14,659 | $100,938-85.5% | $90,461-83.8% | $158,982-90.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 59.19% | 1727.20%-1668.0pp | 1294.76%-1235.6pp | 302.99%-243.8pp |
| Employer contribution / active EE | $1,302 | $3,691-64.7% | $3,264-60.1% | $4,763-72.7% |
| Participant deferral / active EE | $4,779 | $4,350+9.9% | $3,964+20.5% | $5,983-20.1% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |