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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 | $13,862 | $104,924-86.8% | $84,623-83.6% | $152,885-90.9% |
| Participation rate | 47.8% | 74.8%-27.0pp | 68.2%-20.4pp | 82.5%-34.6pp |
| Annual return | 29.06% | 373.82%-344.8pp | 258.77%-229.7pp | 345.39%-316.3pp |
| Employer contribution / active EE | $1,058 | $3,302-67.9% | $2,652-60.1% | $4,763-77.8% |
| Participant deferral / active EE | $2,219 | $4,689-52.7% | $3,899-43.1% | $5,851-62.1% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |