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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 | $56,377 | $99,011-43.1% | $86,582-34.9% | $147,586-61.8% |
| Participation rate | 40.9% | 76.3%-35.4pp | 73.5%-32.6pp | 82.8%-41.9pp |
| Annual return | 22.74% | 1312.75%-1290.0pp | 965.08%-942.3pp | 578.59%-555.9pp |
| Employer contribution / active EE | $674 | $3,132-78.5% | $2,839-76.3% | $4,876-86.2% |
| Participant deferral / active EE | $2,696 | $3,972-32.1% | $3,609-25.3% | $5,439-50.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |