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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 | $29,586 | $72,446-59.2% | $67,561-56.2% | $145,877-79.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 15.60% | 7211.98%-7196.4pp | 3525.44%-3509.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,361 | $3,072-23.2% | $2,735-13.7% | $4,663-49.4% |
| Participant deferral / active EE | $4,118 | $4,785-13.9% | $4,003+2.9% | $6,691-38.4% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |