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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 | $33,012 | $99,011-66.7% | $86,582-61.9% | $147,586-77.6% |
| Participation rate | 52.6% | 76.3%-23.7pp | 73.5%-20.9pp | 82.8%-30.2pp |
| Annual return | 12.26% | 1312.75%-1300.5pp | 965.08%-952.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $568 | $3,132-81.9% | $2,839-80.0% | $4,876-88.4% |
| Participant deferral / active EE | $578 | $3,972-85.5% | $3,609-84.0% | $5,439-89.4% |
| Admin fee / account holder | $247 | $5,709-95.7% | $4,904-95.0% | $10,886-97.7% |