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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 | $133,639 | $180,749-26.1% | $160,784-16.9% | $137,256-2.6% |
| Participation rate | 46.2% | 80.0%-33.8pp | 77.0%-30.8pp | 80.0%-33.8pp |
| Annual return | 26.09% | 2234.46%-2208.4pp | 1803.92%-1777.8pp | 220.34%-194.3pp |
| Employer contribution / active EE | $693 | $4,155-83.3% | $3,733-81.4% | $4,156-83.3% |
| Participant deferral / active EE | $2,841 | $6,844-58.5% | $6,293-54.9% | $6,407-55.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |