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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 | $34,735 | $100,911-65.6% | $90,440-61.6% | $158,966-78.1% |
| Participation rate | 52.2% | 75.0%-22.9pp | 72.7%-20.5pp | 82.0%-29.8pp |
| Annual return | 14.78% | 1726.62%-1711.8pp | 1294.38%-1279.6pp | 302.95%-288.2pp |
| Employer contribution / active EE | $802 | $3,690-78.3% | $3,263-75.4% | $4,762-83.2% |
| Participant deferral / active EE | $3,098 | $4,348-28.8% | $3,964-21.8% | $5,983-48.2% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |